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HBTA

Ausdal Financial Partners’s Horizon Expedition Plus ETF HBTA Stock Holding History

Ausdal Financial Partners’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 		$265K Sell
9,908
-21
-0.2% -$601 0.01% 832
2025
Q4 		$288K Sell
9,929
-41
-0.4% -$1.18K 0.01% 746
2025
Q3 		$282K Buy
+9,970
New +$266K 0.01% 758

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

Ausdal Financial Partners's HBTA Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Horizon Expedition Plus ETF (HBTA) stake by 0.21% in Q1 2026, selling an estimated $601 and leaving 9,908 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #832.

Ausdal Financial Partners first reported a position in HBTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $288K in Q4 2025. 21 funds tracked by Wall St. Rank hold HBTA as of Q1 2026.

  • Ausdal Financial Partners held 9,908 shares of Horizon Expedition Plus ETF worth $265K as of Q1 2026.
  • Ausdal Financial Partners sold 21 Horizon Expedition Plus ETF shares in Q1 2026, an estimated $601.
  • Horizon Expedition Plus ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #832 holding.
  • Ausdal Financial Partners first reported a position in Horizon Expedition Plus ETF in Q3 2025 and has held it in 3 quarters since.
  • Ausdal Financial Partners's Horizon Expedition Plus ETF position peaked at $288K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.