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Horizon Fds Expedition shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

All positions including Horizon Fds Expedition held by Golden State 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 60k 26.78

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
First Trust MF Closed and MF Open (FVD)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Invesco Qqq MF Closed and MF Open (QQQ)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (RDVY)
State Street MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (SDVY)

View all positions for Golden State Wealth Management

Top funds holding Horizon Fds Expedition

Bank of New York Mellon
LPL Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Cetera Investment Advisers
CLS Investments
Golden State Equity Partners
Principal Securities
Golden State Wealth Management
Certior Financial Group
Envestnet Portfolio Solutions
Morgan Stanley
Interactive Financial Advisors
Horizon Investments
Old Mission Capital

View all funds holding Horizon Fds Expedition