Cambridge Investment Research Advisors
HBTA

Cambridge Investment Research Advisors’s Horizon Expedition Plus ETF HBTA Stock Holding History

Cambridge Investment Research Advisors’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 		$21.3M Buy
652,536
+17,403
+3% +$543K 0.05% 397
2026
Q1 		$17M Sell
635,133
-85,965
-12% -$2.46M 0.04% 421
2025
Q4 		$20.9M Sell
721,098
-42,728
-6% -$1.23M 0.06% 355
2025
Q3 		$21.6M Sell
763,826
-58,465
-7% -$1.56M 0.06% 321
2025
Q2 		$20.9M Buy
822,291
+775,600
+1,661% +$17.6M 0.06% 300
2025
Q1 		$1.01M Buy
+46,691
New +$1.11M ﹤0.01% 1862

Other funds holding HBTA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
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
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

Cambridge Investment Research Advisors's HBTA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Horizon Expedition Plus ETF (HBTA) stake by 2.7% in Q2 2026, buying an estimated $543K and bringing the position to 652,536 shares worth $21.3M. The position accounts for 0.05% of the portfolio, ranked #397.

Cambridge Investment Research Advisors first reported a position in HBTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.6M in Q3 2025. 19 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Cambridge Investment Research Advisors held 652,536 shares of Horizon Expedition Plus ETF worth $21.3M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 17,403 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $543K.
  • Horizon Expedition Plus ETF made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #397 holding.
  • Cambridge Investment Research Advisors first reported a position in Horizon Expedition Plus ETF in Q1 2025 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's Horizon Expedition Plus ETF position peaked at $21.6M in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.