Envestnet Asset Management
HBTA

Envestnet Asset Management’s Horizon Expedition Plus ETF HBTA Stock Holding History

Envestnet Asset Management’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 		$33.9M Buy
1,037,115
+257,230
+33% +$8.03M 0.01% 1089
2026
Q1 		$20.9M Buy
779,885
+78,009
+11% +$2.23M 0.01% 1327
2025
Q4 		$20.3M Buy
701,876
+11,593
+2% +$333K 0.01% 1196
2025
Q3 		$19.5M Buy
690,283
+533,169
+339% +$14.2M 0.01% 1294
2025
Q2 		$3.99M Buy
+157,114
New +$3.56M ﹤0.01% 2342

Other funds holding HBTA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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

Envestnet Asset Management's HBTA Position: Q2 2026 in Review

Envestnet Asset Management increased its Horizon Expedition Plus ETF (HBTA) stake by 33% in Q2 2026, buying an estimated $8.03M and bringing the position to 1,037,115 shares worth $33.9M. The position accounts for 0.01% of the portfolio, ranked #1089.

Envestnet Asset Management first reported a position in HBTA in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Envestnet Asset Management held 1,037,115 shares of Horizon Expedition Plus ETF worth $33.9M as of Q2 2026.
  • Envestnet Asset Management bought 257,230 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $8.03M.
  • Horizon Expedition Plus ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1089 holding.
  • Envestnet Asset Management first reported a position in Horizon Expedition Plus ETF in Q2 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.