LPL Financial
HBTA icon

LPL Financial’s Horizon Expedition Plus ETF HBTA Stock Holding History

LPL Financial’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 		$29.2M Sell
888,696
-4,470
-0.5% -$144K 0.01% 1360
2026
Q2 		$29.2M Buy
893,166
+37,929
+4% +$1.18M 0.01% 1324
2026
Q1 		$22.9M Buy
+855,237
New +$24.5M 0.01% 1371
2025
Q4 		– Sell
-7,355
Closed -$208K – 6113
2025
Q3 		$208K Buy
+7,355
New +$196K ﹤0.01% 5319

Other funds holding HBTA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Golden State Wealth Management
Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
Silver Grove Financial Group
Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial's HBTA Position: Q3 2026 in Review

LPL Financial reduced its Horizon Expedition Plus ETF (HBTA) stake by 0.5% in Q3 2026, selling an estimated $144K and leaving 888,696 shares worth $29.2M. The position accounts for 0.01% of the portfolio, ranked #1360.

LPL Financial first reported a position in HBTA in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold HBTA as of Q3 2026.

  • LPL Financial held 888,696 shares of Horizon Expedition Plus ETF worth $29.2M as of Q3 2026.
  • LPL Financial sold 4,470 Horizon Expedition Plus ETF shares in Q3 2026, an estimated $144K.
  • Horizon Expedition Plus ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1360 holding.
  • LPL Financial first reported a position in Horizon Expedition Plus ETF in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.