HBTA

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Category	US Equities - Broad Market & Size
Sponsor	Horizon Investments
Fund Family
Index	-
Index Weighting
Active/Passive
Dividend TTM	0.01 (0.02%)
Dividend Ex-Date	Dec 24, 2025
Dividend Gr. 3/5Y	- -
Expense	0.86%
Inverse/Leveraged
IPO	Jan 23, 2025

Asset Type	Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	No / No

Tags	U.S.
Tags	equity
Tags	options
Tags	large-cap
Tags	income
Tags	-
Tags	-
Sector/Theme
Region
SMA20	0.26%
SMA50	0.66%
SMA200	9.49%

Return% 1Y	26.51%
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	51.14%
Flows% 3M	60.48%
Flows% YTD	103.20%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	216
AUM	232.75M
NAV/sh
52W High	33.30 -3.09%
52W Low	25.14 28.37%
Volatility	1.25% 1.79%
ATR (14)	0.57
RSI (14)	51.06
Beta	1.52
Rel Volume	0.36
Avg Volume	56.04K
Volume	16,234

Perf Week	-1.28%
Perf Month	1.56%
Perf Quarter	17.82%
Perf Half Y	10.44%
Perf YTD	11.39%
Perf Year	28.37%
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	32.31
Price	32.27
Change	-0.12%

Apr-08-26 10:33AM	LongPoint ETFs and Humilis Investment Strategies Open the Market (TMX Newsfile)
Mar-30-26 03:52PM	LongPoint Adds the Humilis ETFs (TMX Newsfile)
Jan-23-25 03:00PM	Horizon Investments Sponsors Its First Exchange Traded Funds, Names Clark Allen as Head of ETFs (Business Wire)

Horizon Expedition Plus ETF seeks to provide total return. The fund is an actively managed exchange-traded fund (ETF). The fund's investment adviser, Horizon Investments, LLC ("Horizon" or the "Adviser"), seeks to achieve its investment objective by investing primarily in large-cap U.S. equity securities and selling and purchasing put and call options in an effort to generate income to the fund.

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Horizon Expedition Plus ETF

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