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Horizon Fds Expedition shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Horizon Fds Expedition by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $741k 26k 28.27
2025-06-30 $816k 32k 25.40

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

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
Old Mission Capital
Envestnet Portfolio Solutions
Certior Financial Group
Interactive Financial Advisors
Horizon Investments
Jpmorgan Chase & Co
Advisor Group Holdings
Brookwood Investment Group
Jane Street

View all funds holding Horizon Fds Expedition