Envestnet Portfolio Solutions
HBTA

Envestnet Portfolio Solutions’s Horizon Expedition Plus ETF HBTA Stock Holding History

Envestnet Portfolio Solutions’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 		$598K Sell
18,292
-1,407
-7% -$43.9K ﹤0.01% 920
2026
Q1 		$528K Sell
19,699
-4,492
-19% -$129K ﹤0.01% 878
2025
Q4 		$701K Sell
24,191
-2,006
-8% -$57.6K ﹤0.01% 912
2025
Q3 		$741K Sell
26,197
-5,937
-18% -$158K ﹤0.01% 861
2025
Q2 		$816K Buy
+32,134
New +$728K ﹤0.01% 879

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
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Envestnet Portfolio Solutions's HBTA Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Horizon Expedition Plus ETF (HBTA) stake by 7.1% in Q2 2026, selling an estimated $43.9K and leaving 18,292 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Envestnet Portfolio Solutions first reported a position in HBTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $816K in Q2 2025. 19 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Envestnet Portfolio Solutions held 18,292 shares of Horizon Expedition Plus ETF worth $598K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,407 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $43.9K.
  • Horizon Expedition Plus ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #920 holding.
  • Envestnet Portfolio Solutions first reported a position in Horizon Expedition Plus ETF in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Horizon Expedition Plus ETF position peaked at $816K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.