AI
BENJ

Atria Investments’s Horizon Landmark ETF BENJ Stock Holding History

Atria Investments’s Portfolio BENJ Stock Details BENJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Sell
5,223
-690
-12% -$36.3K ﹤0.01% 1909
2026
Q1 		$309K Buy
5,913
+86
+1% +$4.48K ﹤0.01% 1736
2025
Q4 		$302K Buy
5,827
+507
+10% +$26.2K ﹤0.01% 1733
2025
Q3 		$273K Buy
5,320
+978
+23% +$50K ﹤0.01% 1771
2025
Q2 		$221K Sell
4,342
-996
-19% -$50.4K ﹤0.01% 1869
2025
Q1 		$269K Buy
+5,338
New +$268K ﹤0.01% 1683

Other funds holding BENJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments's BENJ Position: Q2 2026 in Review

Atria Investments reduced its Horizon Landmark ETF (BENJ) stake by 12% in Q2 2026, selling an estimated $36.3K and leaving 5,223 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Atria Investments first reported a position in BENJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $309K in Q1 2026. 11 funds tracked by Wall St. Rank hold BENJ as of Q2 2026.

  • Atria Investments held 5,223 shares of Horizon Landmark ETF worth $276K as of Q2 2026.
  • Atria Investments sold 690 Horizon Landmark ETF shares in Q2 2026, an estimated $36.3K.
  • Horizon Landmark ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1909 holding.
  • Atria Investments first reported a position in Horizon Landmark ETF in Q1 2025 and has held it in 6 quarters since.
  • Atria Investments's Horizon Landmark ETF position peaked at $309K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.