LPL Financial
HBTA

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
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

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
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
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
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

LPL Financial's HBTA Position: Q2 2026 in Review

LPL Financial increased its Horizon Expedition Plus ETF (HBTA) stake by 4.4% in Q2 2026, buying an estimated $1.18M and bringing the position to 893,166 shares worth $29.2M. The position accounts for 0.01% of the portfolio, ranked #1324.

LPL Financial first reported a position in HBTA in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • LPL Financial held 893,166 shares of Horizon Expedition Plus ETF worth $29.2M as of Q2 2026.
  • LPL Financial bought 37,929 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $1.18M.
  • Horizon Expedition Plus ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1324 holding.
  • LPL Financial first reported a position in Horizon Expedition Plus ETF in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.