AF
HBTA

Allworth Financial’s Horizon Expedition Plus ETF HBTA Stock Holding History

Allworth Financial’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
Q1 		– Sell
-130
Closed -$3.77K – 5341
2025
Q4 		$3.77K Hold
130
– – ﹤0.01% 3871
2025
Q3 		$3.68K Hold
130
– – ﹤0.01% 3716
2025
Q2 		$3.3K Buy
+130
New +$2.94K ﹤0.01% 3481

Other funds holding HBTA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
PS
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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Allworth Financial's HBTA Position: Q1 2026 in Review

Allworth Financial sold out of Horizon Expedition Plus ETF (HBTA) in Q1 2026, closing a stake of 130 shares — an estimated $3.77K sold.

Allworth Financial first reported a position in HBTA in Q2 2025 and held it in 3 quarters. The position peaked at $3.77K in Q4 2025. 21 funds tracked by Wall St. Rank hold HBTA as of Q1 2026.

  • Allworth Financial reported no remaining Horizon Expedition Plus ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 130 Horizon Expedition Plus ETF shares in Q1 2026, an estimated $3.77K.
  • Allworth Financial first reported a position in Horizon Expedition Plus ETF in Q2 2025 and held it in 3 quarters.
  • Allworth Financial's Horizon Expedition Plus ETF position peaked at $3.77K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.