Sittner & Nelson’s Horizon Expedition Plus ETF HBTA Stock Holding History

Sittner & Nelson’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	$4.25K	Buy	+130	New	+$4.06K	﹤0.01%	502

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

Sittner & Nelson's HBTA Position: Q2 2026 in Review

Sittner & Nelson opened a new position in Horizon Expedition Plus ETF (HBTA) in Q2 2026: 130 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings.

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

Sittner & Nelson held 130 shares of Horizon Expedition Plus ETF worth $4.25K as of Q2 2026.
Horizon Expedition Plus ETF was a new Sittner & Nelson position in Q2 2026.
Horizon Expedition Plus ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #502 holding.
24 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.