Royal Bank of Canada
HBTA

Royal Bank of Canada’s Horizon Expedition Plus ETF HBTA Stock Holding History

Royal Bank of Canada’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 		$42K Buy
1,568
+974
+164% +$27.9K ﹤0.01% 5577
2025
Q4 		$17K Hold
594
– – ﹤0.01% 6154
2025
Q3 		$17K Buy
+594
New +$15.8K ﹤0.01% 6293

Other funds holding HBTA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Royal Bank of Canada's HBTA Position: Q1 2026 in Review

Royal Bank of Canada increased its Horizon Expedition Plus ETF (HBTA) stake by 164% in Q1 2026, buying an estimated $27.9K and bringing the position to 1,568 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #5577.

Royal Bank of Canada first reported a position in HBTA in Q3 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold HBTA as of Q1 2026.

  • Royal Bank of Canada held 1,568 shares of Horizon Expedition Plus ETF worth $42K as of Q1 2026.
  • Royal Bank of Canada bought 974 Horizon Expedition Plus ETF shares in Q1 2026, an estimated $27.9K.
  • Horizon Expedition Plus ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #5577 holding.
  • Royal Bank of Canada first reported a position in Horizon Expedition Plus ETF in Q3 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.