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Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc.
HBTA5 quarters
Position history for Envestnet Portfolio Solutions, Inc.'s holdings in HORIZON FDS
Yes. Envestnet Portfolio Solutions holds 18,292 shares of HBTA, worth $597,965, as of its Q2 2026 13F filing. It reduced the position by 1,407 shares (-7.1%) from Q1 2026. Envestnet Portfolio Solutions has held HBTA since Q2 2025, across 5 quarterly 13F filings.
Current Value
$597,965
Current Shares
18,292
Total Value Change
-$218,268
Total Shares Change
-13,842
Quarter-by-Quarter History
Other major holders of HBTA: Bank of New York Mellon Corp, ENVESTNET ASSET MANAGEMENT INC