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Horizon Fds Expedition shares owned by Interactive Financial Advisors

Quarter-by-quarter ownership of Horizon Fds Expedition (HBTA) shares owned by Interactive Financial Advisors from 13F filings

Historical chart of Interactive Financial Advisors investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Horizon Fds Expedition by Interactive Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $596k 21k 28.27
2025-06-30 $552k 22k 25.40
2025-03-31 $473k 22k 21.69

More positions owned by Interactive Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Flexshares Tr Flexshares Ultra (RAVI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Interactive Financial 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