Interactive Financial Advisors’s Horizon Expedition Plus ETF HBTA Stock Holding History

Interactive Financial 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	$613K	Sell	18,765 -180	-1%	-$5.62K	0.37%	44
2026 Q1	$507K	Sell	18,945 -151	-0.8%	-$4.32K	0.33%	42
2025 Q4	$553K	Sell	19,096 -1,982	-9%	-$57K	0.36%	43
2025 Q3	$596K	Sell	21,078 -635	-3%	-$16.9K	0.32%	48
2025 Q2	$552K	Sell	21,713 -96	-0.4%	-$2.17K	0.27%	56
2025 Q1	$473K	Buy	+21,809	New	+$519K	0.25%	58

Other funds holding HBTA

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Interactive Financial Advisors's HBTA Position: Q2 2026 in Review

Interactive Financial Advisors reduced its Horizon Expedition Plus ETF (HBTA) stake by 0.95% in Q2 2026, selling an estimated $5.62K and leaving 18,765 shares worth $613K. The position accounts for 0.37% of the portfolio, ranked #44.

Interactive Financial Advisors first reported a position in HBTA in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

Interactive Financial Advisors held 18,765 shares of Horizon Expedition Plus ETF worth $613K as of Q2 2026.
Interactive Financial Advisors sold 180 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $5.62K.
Horizon Expedition Plus ETF made up 0.37% of Interactive Financial Advisors's portfolio in Q2 2026, its #44 holding.
Interactive Financial Advisors first reported a position in Horizon Expedition Plus ETF in Q1 2025 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.