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Horizon Fds Expedition shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Horizon Fds Expedition by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 690k 28.27
2025-06-30 $4.0M 157k 25.40

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

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