PS
HBTA

Principal Securities’s Horizon Expedition Plus ETF HBTA Stock Holding History

Principal Securities’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 		$1.95M Sell
59,623
-2,188
-4% -$68.3K 0.02% 555
2026
Q1 		$1.66M Buy
61,811
+5,832
+10% +$167K 0.02% 565
2025
Q4 		$1.62M Buy
55,979
+2,686
+5% +$77.2K 0.03% 541
2025
Q3 		$1.51M Buy
53,293
+393
+0.7% +$10.5K 0.02% 528
2025
Q2 		$1.34M Buy
+52,900
New +$1.2M 0.03% 526

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Principal Securities's HBTA Position: Q2 2026 in Review

Principal Securities reduced its Horizon Expedition Plus ETF (HBTA) stake by 3.5% in Q2 2026, selling an estimated $68.3K and leaving 59,623 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #555.

Principal Securities first reported a position in HBTA in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Principal Securities held 59,623 shares of Horizon Expedition Plus ETF worth $1.95M as of Q2 2026.
  • Principal Securities sold 2,188 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $68.3K.
  • Horizon Expedition Plus ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #555 holding.
  • Principal Securities first reported a position in Horizon Expedition Plus ETF in Q2 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.