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Horizon Fds Expedition shares owned by Cambridge Investment Research Advisors

Quarter-by-quarter ownership of Horizon Fds Expedition (HBTA) shares owned by Cambridge Investment Research Advisors from 13F filings

Historical chart of Cambridge Investment Research Advisors investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds Expedition held by Cambridge Investment Research Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds Expedition by Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 764k 28.27
2025-06-30 $21M 822k 25.40
2025-03-31 $1.0M 47k 21.70

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Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corp Com (MSFT)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Vanguard Index Fds Growth Etf (VUG)
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View all positions for Cambridge Investment Research Advisors

Top funds holding Horizon Fds Expedition

Bank of New York Mellon
Cambridge Investment Research Advisors
Envestnet Asset Management
Cetera Investment Advisers
CLS Investments
Principal Securities
H D Vest Advisory Services
Old Mission Capital
Certior Financial Group
Envestnet Portfolio Solutions
Interactive Financial Advisors
Horizon Investments
Jpmorgan Chase & Co
Advisor Group Holdings
Brookwood Investment Group

View all funds holding Horizon Fds Expedition