UBS Group
HBTA

UBS Group’s Horizon Expedition Plus ETF HBTA Stock Holding History

UBS 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 		$30.3K Buy
927
+911
+5,694% +$28.4K ﹤0.01% 7886
2026
Q1 		$428 Sell
16
-398
-96% -$11.4K ﹤0.01% 9904
2025
Q4 		$12K Sell
414
-653
-61% -$18.8K ﹤0.01% 8136
2025
Q3 		$30.2K Sell
1,067
-3,068
-74% -$81.8K ﹤0.01% 7894
2025
Q2 		$105K Buy
4,135
+2,686
+185% +$60.8K ﹤0.01% 7203
2025
Q1 		$31.4K Buy
+1,449
New +$34.5K ﹤0.01% 7910

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
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
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

UBS Group's HBTA Position: Q2 2026 in Review

UBS Group increased its Horizon Expedition Plus ETF (HBTA) stake by 5,694% in Q2 2026, buying an estimated $28.4K and bringing the position to 927 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7886.

UBS Group first reported a position in HBTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $105K in Q2 2025. 19 funds tracked by Wall St. Rank hold HBTA as of Q2 2026.

  • UBS Group held 927 shares of Horizon Expedition Plus ETF worth $30.3K as of Q2 2026.
  • UBS Group bought 911 Horizon Expedition Plus ETF shares in Q2 2026, an estimated $28.4K.
  • Horizon Expedition Plus ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7886 holding.
  • UBS Group first reported a position in Horizon Expedition Plus ETF in Q1 2025 and has held it in 6 quarters since.
  • UBS Group's Horizon Expedition Plus ETF position peaked at $105K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Horizon Expedition Plus ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.