Horizon Advisory Services, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Horizon Advisory Services, Inc. opened 3 positions, added to 7, reduced 3, sold out of 2 and left 0 unchanged. The largest increase in value was FTCE (+$50,684,647); the largest decrease was FTCE (-$42,248,889).
- JEPI: Country of operation —; Class EQUITY PREMIUM; Shares 2026-03-31 495,128; Shares 2026-06-30 643,054.
- IBTG: Country of operation —; Class IBONDS 26 TRM TS; Shares 2026-03-31 878,276; Shares 2026-06-30 897,318.
- IBTI: Country of operation —; Class IBONDS 28 TRM TS; Shares 2026-03-31 901,221; Shares 2026-06-30 922,765.
- JSMD: Country of operation —; Class HENDERSN SML ETF; Shares 2026-03-31 7,864; Shares 2026-06-30 8,098.
Two Form 13F-HR filings compared (SEC CIK 1799006): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SCHOLTZ & COMPANY, LLC | United States | $0.195B | 49 |
| Mission Hills Financial Advisory, LLC | United States | $0.195B | 54 |
| Revere Asset Management, Inc | United States | $0.195B | 27 |
| International City Management Association Retirement Corp | United States | $0.195B | 6 |
| Tudor Financial Inc. | United States | $0.196B | 139 |
| Yardley Wealth Management LLC | United States | $0.195B | 36 |
| Cerity Partners Retirement Plan Advisors LLC | United States | $0.196B | 31 |
| Castleview Partners, LLC | United States | $0.195B | 200 |
| W ADVISORS, LLC | United States | $0.195B | 237 |
| AUA CAPITAL MANAGEMENT, LLC | United States | $0.196B | 80 |