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Horizon Fds Expedition shares owned by AE Wealth Management

Quarter-by-quarter ownership of Horizon Fds Expedition (HBTA) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds Expedition held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds Expedition by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $162k 5.0k 32.69

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Ishares Tr Core S&p500 Etf (IVV)
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Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Micron Technology (MU)
American Centy Etf Tr Avantis Core Fi (AVIG)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Str P500val (SPYV)
Meta Platforms Cl A (META)

View all positions for AE Wealth Management

Top funds holding Horizon Fds Expedition

Foundations Investment Advisors
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Cambridge Investment Research Advisors
Cetera Investment Advisers
CLS Investments
Principal Securities
Golden State Wealth Management
Certior Financial Group
Envestnet Portfolio Solutions
Morgan Stanley
Interactive Financial Advisors
Advisor Group Holdings
Ausdal Financial Partners

View all funds holding Horizon Fds Expedition