Horizon Expedition Plus ETF (HBTA)
ARCA ARCA Primary Summary
HBTA Chart
Horizon Expedition Plus ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 61,811 | $1.59M | $2M | $410,772.04 | 25.85% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 19,699 | $500,372.62 | $631,549.94 | $131,177.32 | 26.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 26 | $668 | $833.56 | $165.56 | 24.78% |
 Avi Kantor Certior Financial Group LLC | 23,285 | $516,221.22 | $732,546.1 | $216,324.88 | 41.91% |
| RM Rich Mowrer Brookwood Investment Group LLC | 13,294 | $372,219.54 | $419,824.52 | $47,604.98 | 12.79% |
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Horizon Expedition Plus ETF Profile
| ARCA Exchange | US Country |
Overview
The fund operates as an investment platform aiming to meet its goals through a strategic, multi-discipline approach to asset allocation. Leveraging a global perspective, it diversifies investments across various sectors of the world's securities markets. The guiding principle behind the fund's strategy is active management, with the intention to dynamically adjust allocations based on evolving market conditions and investment opportunities. This approach positions the fund to respond to global economic fluctuations, aiming to secure favorable returns for its investors.
Products and Services
- Equity Securities Investments
The fund primarily invests in equity securities, including stocks and other equity instruments. These investments may be direct or through exchange-traded funds (ETFs) that focus on equities. The objective behind investing in equity securities is to capitalize on the growth potential of various companies and sectors across the globe, providing the potential for significant returns on investment.
- Fixed Income Securities Investments
Aside from equities, the fund diversifies its investment portfolio by allocating assets to fixed income securities or ETFs that predominantly invest in these instruments. Fixed income investments can range from government bonds to corporate debt, offering a more stable income stream and lower risk compared to stocks. This diversification strategy aims to balance the fund's risk and return, contributing to its overall investment resilience.
- Active Asset Allocation
At the core of its strategy, the fund employs an active asset allocation approach. This means the fund's advisers continuously analyze market conditions, economic indicators, and potential investment opportunities to adjust the asset allocation dynamically. This active management approach aims to optimize the fund's performance by seizing growth opportunities in favorable market conditions and mitigating risks during downturns.
