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 Q3	$632K	Buy	19,211 +446	+2%	+$14.3K	0.4%	45
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

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

Interactive Financial Advisors's HBTA Position: Q3 2026 in Review

Interactive Financial Advisors increased its Horizon Expedition Plus ETF (HBTA) stake by 2.4% in Q3 2026, buying an estimated $14.3K and bringing the position to 19,211 shares worth $632K. The position accounts for 0.4% of the portfolio, ranked #45.

Interactive Financial Advisors first reported a position in HBTA in Q1 2025 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold HBTA as of Q3 2026.

Interactive Financial Advisors held 19,211 shares of Horizon Expedition Plus ETF worth $632K as of Q3 2026.
Interactive Financial Advisors bought 446 Horizon Expedition Plus ETF shares in Q3 2026, an estimated $14.3K.
Horizon Expedition Plus ETF made up 0.4% of Interactive Financial Advisors's portfolio in Q3 2026, its #45 holding.
Interactive Financial Advisors first reported a position in Horizon Expedition Plus ETF in Q1 2025 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q3 2026.

Based on Interactive Financial Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.