Independent Advisor Alliance’s Horizon Landmark ETF BENJ Stock Holding History

Independent Advisor Alliance’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 Q1	$2.93M	Buy	+55,904	New	+$2.91M	0.03%	449

Other funds holding BENJ

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Independent Advisor Alliance's BENJ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Horizon Landmark ETF (BENJ) in Q1 2026: 55,904 shares worth $2.93M. The stake represents 0.03% of the portfolio and ranks #449 among its holdings.

18 funds tracked by Wall St. Rank hold BENJ as of Q1 2026.

Independent Advisor Alliance held 55,904 shares of Horizon Landmark ETF worth $2.93M as of Q1 2026.
Horizon Landmark ETF was a new Independent Advisor Alliance position in Q1 2026.
Horizon Landmark ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #449 holding.
18 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.