Horizon Expedition Plus ETF
HBTA
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 6210 Ardrey Kell Rd, Ste 300, Charlotte NC United States of America 28277
- IPO Date
- Jan 23, 2025
- Website
- horizoninvestments.com
- Similar Companies
- Business
- Horizon Investments, LLC (Horizon) provides goals-based investment management solutions, including actively managed exchange-traded funds (ETFs), separately managed accounts (SMAs), outsourced chief investment officer (OCIO) services, proprietary technology platforms, and consulting for financial advisors and institutions; its offerings encompass Gain, Protect, and Spend portfolios, customizable SMAs, retirement income strategies, risk mitigation approaches, asset allocation models, and a suite of twelve ETFs launched in 2025, such as the Horizon Expedition Plus ETF (ticker: HBTA), which invests primarily in large-cap U.S. equity securities including common stocks and public real estate investment trusts (REITs), while employing options strategies involving the sale and purchase of put and call options on broad-based indices or ETFs to generate income and target higher volatility relative to the large-cap market. Horizon targets financial advisors, wealth management firms, and institutional clients seeking to align investments with life goals through quantitative models, active management, and sector/factor allocations emphasizing growth, value, momentum, quality, size, and volatility. The firm operates primarily in the United States, with a bicoastal presence following recent expansions. Founded in 1995 and headquartered in Charlotte, North Carolina, Horizon maintains strategic relationships including private equity backing from Altamont Capital Partners. In 2025, Horizon completed the acquisition of a majority of assets from Centre Asset Management, enhancing its equity management capabilities; announced the acquisition of Anfield Capital Management, adding approximately $662 million in assets under management, fixed income expertise, additional ETFs, mutual funds, and OCIO services with closing anticipated in the first half of 2026; and launched its ETF suite including HBTA, which debuted on January 22, 2025, on NYSE Arca with a net expense ratio of 0.85% and top holdings such as NVIDIA, Microsoft, and Apple.