AssetMark Inc’s Horizon Expedition Plus ETF HBTA Stock Holding History

AssetMark Inc’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 Q3	$5.13K	Buy	+156	New	+$5.02K	﹤0.01%	2767

Other funds holding HBTA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AssetMark Inc's HBTA Position: Q3 2026 in Review

AssetMark Inc opened a new position in Horizon Expedition Plus ETF (HBTA) in Q3 2026: 156 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #2767 among its holdings.

10 funds tracked by Wall St. Rank hold HBTA as of Q3 2026.

AssetMark Inc held 156 shares of Horizon Expedition Plus ETF worth $5.13K as of Q3 2026.
Horizon Expedition Plus ETF was a new AssetMark Inc position in Q3 2026.
Horizon Expedition Plus ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2767 holding.
10 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.