Morgan Stanley’s Horizon Expedition Plus ETF HBTA Stock Holding History

Morgan Stanley’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 Q1	$512K	Buy	+19,112	New	+$547K	﹤0.01%	5473

Other funds holding HBTA

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Morgan Stanley's HBTA Position: Q1 2026 in Review

Morgan Stanley opened a new position in Horizon Expedition Plus ETF (HBTA) in Q1 2026: 19,112 shares worth $512K. The stake represents ﹤0.01% of the portfolio and ranks #5473 among its holdings.

21 funds tracked by Wall St. Rank hold HBTA as of Q1 2026.

Morgan Stanley held 19,112 shares of Horizon Expedition Plus ETF worth $512K as of Q1 2026.
Horizon Expedition Plus ETF was a new Morgan Stanley position in Q1 2026.
Horizon Expedition Plus ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5473 holding.
21 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.