BIG
BENJ

Brookwood Investment Group’s Horizon Landmark ETF BENJ Stock Holding History

Brookwood Investment Group’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 		$268K Sell
5,081
-524
-9% -$27.5K 0.03% 425
2026
Q1 		$293K Buy
5,605
+24
+0.4% +$1.25K 0.04% 400
2025
Q4 		$290K Buy
5,581
+1,299
+30% +$67K 0.03% 401
2025
Q3 		$220K Buy
+4,282
New +$219K 0.03% 438
2025
Q2 		– Sell
-4,323
Closed -$218K – 527
2025
Q1 		$218K Buy
+4,323
New +$217K 0.04% 381

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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Brookwood Investment Group's BENJ Position: Q2 2026 in Review

Brookwood Investment Group reduced its Horizon Landmark ETF (BENJ) stake by 9.3% in Q2 2026, selling an estimated $27.5K and leaving 5,081 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #425.

Brookwood Investment Group first reported a position in BENJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $293K in Q1 2026. 11 funds tracked by Wall St. Rank hold BENJ as of Q2 2026.

  • Brookwood Investment Group held 5,081 shares of Horizon Landmark ETF worth $268K as of Q2 2026.
  • Brookwood Investment Group sold 524 Horizon Landmark ETF shares in Q2 2026, an estimated $27.5K.
  • Horizon Landmark ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #425 holding.
  • Brookwood Investment Group first reported a position in Horizon Landmark ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Horizon Landmark ETF position peaked at $293K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.