IAA
BENJ

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
Q2 		– Sell
-55,904
Closed -$2.93M – 1676
2026
Q1 		$2.93M Buy
+55,904
New +$2.91M 0.03% 449

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Advisor Alliance's BENJ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Horizon Landmark ETF (BENJ) in Q2 2026, closing a stake of 55,904 shares — an estimated $2.93M sold.

Independent Advisor Alliance first reported a position in BENJ in Q1 2026 and held it in 1 quarter. The position peaked at $2.93M in Q1 2026. 17 funds tracked by Wall St. Rank hold BENJ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Horizon Landmark ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 55,904 Horizon Landmark ETF shares in Q2 2026, an estimated $2.93M.
  • Independent Advisor Alliance first reported a position in Horizon Landmark ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Horizon Landmark ETF position peaked at $2.93M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.