CFG
HBTA

Certior Financial Group’s Horizon Expedition Plus ETF HBTA Stock Holding History

Certior Financial Group’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 		$731K Sell
22,346
-939
-4% -$29.3K 0.4% 54
2026
Q1 		$624K Sell
23,285
-1,314
-5% -$37.6K 0.4% 50
2025
Q4 		$713K Sell
24,599
-1,728
-7% -$49.7K 0.48% 48
2025
Q3 		$744K Sell
26,327
-2,310
-8% -$61.6K 0.49% 46
2025
Q2 		$727K Buy
28,637
+2,987
+12% +$67.7K 0.54% 43
2025
Q1 		$556K Buy
+25,650
New +$610K 0.45% 47

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Certior Financial Group's HBTA Position: Q2 2026 in Review

Certior Financial Group reduced its Horizon Expedition Plus ETF (HBTA) stake by 4% in Q2 2026, selling an estimated $29.3K and leaving 22,346 shares worth $731K. The position accounts for 0.4% of the portfolio, ranked #54.

Certior Financial Group first reported a position in HBTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $744K in Q3 2025. 12 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Certior Financial Group held 22,346 shares of Horizon Expedition Plus ETF worth $731K as of Q2 2026.
  • Certior Financial Group sold 939 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $29.3K.
  • Horizon Expedition Plus ETF made up 0.4% of Certior Financial Group's portfolio in Q2 2026, its #54 holding.
  • Certior Financial Group first reported a position in Horizon Expedition Plus ETF in Q1 2025 and has held it in 6 quarters since.
  • Certior Financial Group's Horizon Expedition Plus ETF position peaked at $744K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.