Optivise Advisory Services’s Horizon Expedition Plus ETF HBTA Stock Holding History

Optivise Advisory Services’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	$227K	Buy	+6,889	New	+$222K	0.11%	201

Other funds holding HBTA

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

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 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

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Optivise Advisory Services's HBTA Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in Horizon Expedition Plus ETF (HBTA) in Q3 2026: 6,889 shares worth $227K. The stake represents 0.11% of the portfolio and ranks #201 among its holdings.

10 funds tracked by Wall St. Rank hold HBTA as of Q3 2026.

Optivise Advisory Services held 6,889 shares of Horizon Expedition Plus ETF worth $227K as of Q3 2026.
Horizon Expedition Plus ETF was a new Optivise Advisory Services position in Q3 2026.
Horizon Expedition Plus ETF made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #201 holding.
10 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.