Ascentis Independent Advisors Acquires New Shares in Horizon Expedition Plus ETF $HBTA

Ascentis Independent Advisors bought a new stake in Horizon Expedition Plus ETF (NYSEARCA:HBTA) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 80,807 shares of the company’s stock, valued at approximately $2,164,000.

Several other hedge funds also recently bought and sold shares of HBTA. Kestra Advisory Services LLC acquired a new stake in shares of Horizon Expedition Plus ETF during the 4th quarter valued at about $32,000. HBW Advisory Services LLC bought a new position in Horizon Expedition Plus ETF during the fourth quarter valued at approximately $152,000. Ausdal Financial Partners Inc. bought a new position in Horizon Expedition Plus ETF during the third quarter valued at approximately $282,000. JPMorgan Chase & Co. acquired a new stake in Horizon Expedition Plus ETF in the third quarter valued at approximately $440,000. Finally, Osaic Holdings Inc. acquired a new stake in Horizon Expedition Plus ETF in the second quarter valued at approximately $568,000.

Horizon Expedition Plus ETF Stock Up 1.5%

HBTA stock opened at $32.62 on Tuesday. The firm has a 50 day moving average of $32.09 and a two-hundred day moving average of $29.91. Horizon Expedition Plus ETF has a 12 month low of $25.29 and a 12 month high of $33.30. The company has a market capitalization of $235.52 million, a price-to-earnings ratio of 29.06 and a beta of 1.52.

About Horizon Expedition Plus ETF

The Horizon Expedition Plus ETF (HBTA) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed fund of large-cap US companies combined with an options strategy with the aim of providing overall total return. The fund pursues strategic portfolio allocation, along with active security selection. HBTA was launched on Jan 22, 2025 and is issued by Horizon Kinetics.