FIA
HBTA

Foundations Investment Advisors’s Horizon Expedition Plus ETF HBTA Stock Holding History

Foundations Investment Advisors’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 		$82.3M Buy
+2,516,378
New +$78.5M 0.85% 19

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Foundations Investment Advisors's HBTA Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Horizon Expedition Plus ETF (HBTA) in Q2 2026: 2,516,378 shares worth $82.3M. The stake represents 0.85% of the portfolio and ranks #19 among its holdings.

24 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Foundations Investment Advisors held 2,516,378 shares of Horizon Expedition Plus ETF worth $82.3M as of Q2 2026.
  • Horizon Expedition Plus ETF was a new Foundations Investment Advisors position in Q2 2026.
  • Horizon Expedition Plus ETF made up 0.85% of Foundations Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • 24 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.