AE Wealth Management’s Horizon Expedition Plus ETF HBTA Stock Holding History

AE Wealth Management’s Portfolio HBTA Stock Details HBTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Buy	+4,956	New	+$155K	﹤0.01%	1774

Other funds holding HBTA

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

AE Wealth Management's HBTA Position: Q2 2026 in Review

AE Wealth Management opened a new position in Horizon Expedition Plus ETF (HBTA) in Q2 2026: 4,956 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #1774 among its holdings.

12 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

AE Wealth Management held 4,956 shares of Horizon Expedition Plus ETF worth $162K as of Q2 2026.
Horizon Expedition Plus ETF was a new AE Wealth Management position in Q2 2026.
Horizon Expedition Plus ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1774 holding.
12 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.