Northwestern Mutual Wealth Management
HBTA

Northwestern Mutual Wealth Management’s Horizon Expedition Plus ETF HBTA Stock Holding History

Northwestern Mutual Wealth Management’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
2025
Q4 		– Sell
-35
Closed -$989 – 4291
2025
Q3 		$989 Buy
+35
New +$934 ﹤0.01% 3549

Other funds holding HBTA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's HBTA Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Horizon Expedition Plus ETF (HBTA) in Q4 2025, closing a stake of 35 shares — an estimated $989 sold.

Northwestern Mutual Wealth Management first reported a position in HBTA in Q3 2025 and held it in 1 quarter. The position peaked at $989 in Q3 2025. 20 funds tracked by Wall St. Rank hold HBTA as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining Horizon Expedition Plus ETF position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 35 Horizon Expedition Plus ETF shares in Q4 2025, an estimated $989.
  • Northwestern Mutual Wealth Management first reported a position in Horizon Expedition Plus ETF in Q3 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Horizon Expedition Plus ETF position peaked at $989 in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.