Horizon Expedition Plus ETF

1D
1W
1M
3M
YTD
1Y
5Y
ALL

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About HBTA

HBTA 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. 

Category
Derivative Income
CategoryDerivative Income
Number of holdings
211
Number of holdings211
Inception Date
Jan 22, 2025
Inception DateJan 22, 2025

What's in this fund

Sectors

As of May 29, 2026
Technology41.36%
Communication Services12.60%
Consumer Cyclical10.30%
Industrials10.29%
Financial Services7.89%
Healthcare5.84%
Energy3.70%
Consumer Defensive3.61%
Basic Materials1.71%
Real Estate1.50%
Utilities1.20%

HBTA Key Statistics

AUM
156.75M
AUM156.75M
Price-Earnings ratio
33.74
Price-Earnings ratio33.74
30-Day yield
0.12
30-Day yield0.12
Average volume
34.47K
Average volume34.47K
High today
$32.29
High today$32.29
Low today
$31.98
Low today$31.98
Open price
$32.06
Open price$32.06
Volume
12.49K
Volume12.49K
52 Week high
$33.30
52 Week high$33.30
52 Week low
$24.00
52 Week low$24.00
Expense ratio
0.86
Expense ratio0.86

Stock Snapshot

The current Horizon Expedition Plus ETF(HBTA) stock price is $32.03, with a market capitalization of 150.62M. The stock trades at a price-to-earnings (P/E) ratio of 33.74 and offers a dividend yield of 75.5%.

As of 2026-06-08, Horizon Expedition Plus ETF(HBTA) stock has fluctuated between $31.98 and $32.29. The current price stands at $32.03, placing the stock +0.2% above today's low and -0.8% off the high.

The Horizon Expedition Plus ETF(HBTA)'s current trading volume is 12.49K, compared to an average daily volume of 34.47K.

In the last year, Horizon Expedition Plus ETF(HBTA) shares hit a 52-week high of $33.30 and a 52-week low of $24.00.

In the last year, Horizon Expedition Plus ETF(HBTA) shares hit a 52-week high of $33.30 and a 52-week low of $24.00.

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.