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Horizon Fds Expedition shares owned by Principal Securities

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

Historical chart of Principal Securities investment in Horizon Fds Expedition

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Horizon Fds Expedition by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 53k 28.27
2025-06-30 $1.3M 53k 25.40

More positions owned by Principal Securities

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Ishares Tr Core Us Aggbd Et (AGG)
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Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

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