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 Q3	$683K	Sell	20,775 -1,571	-7%	-$50.5K	0.37%	53
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

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

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 Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Certior Financial Group's HBTA Position: Q3 2026 in Review

Certior Financial Group reduced its Horizon Expedition Plus ETF (HBTA) stake by 7% in Q3 2026, selling an estimated $50.5K and leaving 20,775 shares worth $683K. The position accounts for 0.37% of the portfolio, ranked #53.

Certior Financial Group first reported a position in HBTA in Q1 2025 and has held it in 7 quarters since. The position peaked at $744K in Q3 2025. 10 funds tracked by Wall St. Rank hold HBTA as of Q3 2026.

Certior Financial Group held 20,775 shares of Horizon Expedition Plus ETF worth $683K as of Q3 2026.
Certior Financial Group sold 1,571 Horizon Expedition Plus ETF shares in Q3 2026, an estimated $50.5K.
Horizon Expedition Plus ETF made up 0.37% of Certior Financial Group's portfolio in Q3 2026, its #53 holding.
Certior Financial Group first reported a position in Horizon Expedition Plus ETF in Q1 2025 and has held it in 7 quarters since.
Certior Financial Group's Horizon Expedition Plus ETF position peaked at $744K in Q3 2025.
10 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.