SAM
HBTA

Smartleaf Asset Management’s Horizon Expedition Plus ETF HBTA Stock Holding History

Smartleaf Asset Management’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 		$838 Hold
26
– – ﹤0.01% 3127
2026
Q1 		$668 Buy
+26
New +$744 ﹤0.01% 3178

Other funds holding HBTA

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Smartleaf Asset Management's HBTA Position: Q2 2026 in Review

Smartleaf Asset Management held its Horizon Expedition Plus ETF (HBTA) position steady in Q2 2026 at 26 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

Smartleaf Asset Management first reported a position in HBTA in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • Smartleaf Asset Management held 26 shares of Horizon Expedition Plus ETF worth $838 as of Q2 2026.
  • Smartleaf Asset Management left its Horizon Expedition Plus ETF share count unchanged in Q2 2026.
  • Horizon Expedition Plus ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3127 holding.
  • Smartleaf Asset Management first reported a position in Horizon Expedition Plus ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.