GSWM
HBTA

Golden State Wealth Management’s Horizon Expedition Plus ETF HBTA Stock Holding History

Golden State Wealth 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 		$1.8M Sell
55,162
-4,721
-8% -$147K 0.16% 127
2026
Q1 		$1.6M Buy
+59,883
New +$1.71M 0.18% 121

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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Golden State Wealth Management's HBTA Position: Q2 2026 in Review

Golden State Wealth Management reduced its Horizon Expedition Plus ETF (HBTA) stake by 7.9% in Q2 2026, selling an estimated $147K and leaving 55,162 shares worth $1.8M. The position accounts for 0.16% of the portfolio, ranked #127.

Golden State Wealth Management first reported a position in HBTA in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Golden State Wealth Management held 55,162 shares of Horizon Expedition Plus ETF worth $1.8M as of Q2 2026.
  • Golden State Wealth Management sold 4,721 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $147K.
  • Horizon Expedition Plus ETF made up 0.16% of Golden State Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Golden State Wealth Management first reported a position in Horizon Expedition Plus ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.