Northwestern Mutual Wealth Management Co. Grows Stock Position in Horizon Expedition Plus ETF $HBTA

Northwestern Mutual Wealth Management Co. lifted its stake in shares of Horizon Expedition Plus ETF (NYSEARCA:HBTA) by 81,245.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,471 shares of the company’s stock after purchasing an additional 28,436 shares during the quarter. Northwestern Mutual Wealth Management Co. owned about 0.70% of Horizon Expedition Plus ETF worth $825,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. HBW Advisory Services LLC purchased a new stake in shares of Horizon Expedition Plus ETF during the fourth quarter worth approximately $152,000. Ausdal Financial Partners Inc. purchased a new stake in shares of Horizon Expedition Plus ETF during the third quarter worth approximately $282,000. JPMorgan Chase & Co. acquired a new position in Horizon Expedition Plus ETF during the third quarter worth $440,000. Osaic Holdings Inc. acquired a new position in Horizon Expedition Plus ETF during the second quarter worth $568,000. Finally, Jane Street Group LLC acquired a new position in Horizon Expedition Plus ETF during the first quarter worth $611,000.

Horizon Expedition Plus ETF Price Performance

Shares of HBTA stock opened at $31.91 on Tuesday. The business’s fifty day moving average price is $30.58 and its 200 day moving average price is $29.43. Horizon Expedition Plus ETF has a 1-year low of $24.00 and a 1-year high of $33.30. The firm has a market capitalization of $143.60 million, a PE ratio of 29.06 and a beta of 1.52.

Horizon Expedition Plus ETF Company Profile

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.