Cetera Investment Advisers
HBTA

Cetera Investment Advisers’s Horizon Expedition Plus ETF HBTA Stock Holding History

Cetera Investment Advisers’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 		$20M Buy
610,913
+2,560
+0.4% +$79.9K 0.02% 765
2026
Q1 		$16.3M Buy
608,353
+60,989
+11% +$1.74M 0.02% 786
2025
Q4 		$15.9M Buy
547,364
+13,113
+2% +$377K 0.02% 773
2025
Q3 		$15.1M Buy
+534,251
New +$14.2M 0.02% 770

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
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

Cetera Investment Advisers's HBTA Position: Q2 2026 in Review

Cetera Investment Advisers increased its Horizon Expedition Plus ETF (HBTA) stake by 0.42% in Q2 2026, buying an estimated $79.9K and bringing the position to 610,913 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #765.

Cetera Investment Advisers first reported a position in HBTA in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Cetera Investment Advisers held 610,913 shares of Horizon Expedition Plus ETF worth $20M as of Q2 2026.
  • Cetera Investment Advisers bought 2,560 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $79.9K.
  • Horizon Expedition Plus ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #765 holding.
  • Cetera Investment Advisers first reported a position in Horizon Expedition Plus ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.