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Horizon Expedition Plus ETF (HBTA)

Derivative Income · Horizon Investments · NYSE

Derivative IncomeETF
Horizon Expedition Plus ETF (HBTA) is an exchange-traded fund in the Derivative Income category. It has $256.66M in assets, an expense ratio of 0.86% and a 0.02% dividend yield. 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.
Assets under management$256.66M
Expense ratio0.86%
CategoryDerivative Income
Dividend yield0.02%
NAV$30.68
Fund familyHorizon Investments
ExchangeNYSE

Top holdings

The largest positions Horizon Expedition Plus ETF reports, by weight.

HoldingNameWeight
GOOGL Alphabet Inc Class A 9.20%
AMZN Amazon.com Inc 6.16%
MU Micron Technology Inc 5.22%
MSFT Microsoft Corp 4.30%
AMD Advanced Micro Devices Inc 4.16%
LLY Eli Lilly and Co 3.34%
META Meta Platforms Inc Class A 2.98%
TSLA Tesla Inc 2.80%
INTC Intel Corp 2.53%
LRCX Lam Research Corp 1.94%

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