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 Q1	$2.16M	Buy	+80,807	New	+$2.31M	0.16%	144

Other funds holding HBTA

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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: Q1 2026 in Review

Golden State Equity Partners opened a new position in Horizon Expedition Plus ETF (HBTA) in Q1 2026: 80,807 shares worth $2.16M. The stake represents 0.16% of the portfolio and ranks #144 among its holdings.

21 funds tracked by Wall St. Rank hold HBTA as of Q1 2026.

Golden State Equity Partners held 80,807 shares of Horizon Expedition Plus ETF worth $2.16M as of Q1 2026.
Horizon Expedition Plus ETF was a new Golden State Equity Partners position in Q1 2026.
Horizon Expedition Plus ETF made up 0.16% of Golden State Equity Partners's portfolio in Q1 2026, its #144 holding.
21 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.