Silver Grove Financial Group’s Horizon Expedition Plus ETF HBTA Stock Holding History

Silver Grove Financial Group’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	$55.4K	Buy	+1,694	New	+$52.9K	0.03%	375

Other funds holding HBTA

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Silver Grove Financial Group's HBTA Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Horizon Expedition Plus ETF (HBTA) in Q2 2026: 1,694 shares worth $55.4K. The stake represents 0.03% of the portfolio and ranks #375 among its holdings.

24 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

Silver Grove Financial Group held 1,694 shares of Horizon Expedition Plus ETF worth $55.4K as of Q2 2026.
Horizon Expedition Plus ETF was a new Silver Grove Financial Group position in Q2 2026.
Horizon Expedition Plus ETF made up 0.03% of Silver Grove Financial Group's portfolio in Q2 2026, its #375 holding.
24 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.