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Horizon Fds Expedition shares owned by CLS Investments

Quarter-by-quarter ownership of Horizon Fds Expedition (HBTA) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds Expedition held by CLS Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Horizon Fds Expedition by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 118k 28.27
2025-06-30 $3.2M 126k 25.40

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

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