GSEP
HBTA

Golden State Equity Partners’s Horizon Expedition Plus ETF HBTA Stock Holding History

Golden State Equity Partners’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 		– Sell
-80,807
Closed -$2.16M – 1869
2026
Q1 		$2.16M Buy
+80,807
New +$2.31M 0.16% 144

Other funds holding HBTA

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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

Golden State Equity Partners's HBTA Position: Q2 2026 in Review

Golden State Equity Partners sold out of Horizon Expedition Plus ETF (HBTA) in Q2 2026, closing a stake of 80,807 shares — an estimated $2.16M sold.

Golden State Equity Partners first reported a position in HBTA in Q1 2026 and held it in 1 quarter. The position peaked at $2.16M in Q1 2026. 24 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Golden State Equity Partners reported no remaining Horizon Expedition Plus ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 80,807 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $2.16M.
  • Golden State Equity Partners first reported a position in Horizon Expedition Plus ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Horizon Expedition Plus ETF position peaked at $2.16M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.