Avantax Advisory Services’s Horizon Expedition Plus ETF HBTA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$866K	Buy	+34,102	New	+$772K	﹤0.01%	1250

Other funds holding HBTA

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

CFG

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avantax Advisory Services's HBTA Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Horizon Expedition Plus ETF (HBTA) in Q2 2025: 34,102 shares worth $866K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings.

13 funds tracked by Wall St. Rank hold HBTA as of Q2 2025.

Avantax Advisory Services held 34,102 shares of Horizon Expedition Plus ETF worth $866K as of Q2 2025.
Horizon Expedition Plus ETF was a new Avantax Advisory Services position in Q2 2025.
Horizon Expedition Plus ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1250 holding.
13 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.