KIM
BENJ

Kestra Investment Management’s Horizon Landmark ETF BENJ Stock Holding History

Kestra Investment Management’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
2025
Q4 		– Sell
-3,999
Closed -$205K – 477
2025
Q3 		$205K Buy
+3,999
New +$204K 0.01% 424

Other funds holding BENJ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $11.7B AUM 21.33% 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 $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Kestra Investment Management's BENJ Position: Q4 2025 in Review

Kestra Investment Management sold out of Horizon Landmark ETF (BENJ) in Q4 2025, closing a stake of 3,999 shares — an estimated $205K sold.

Kestra Investment Management first reported a position in BENJ in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 16 funds tracked by Wall St. Rank hold BENJ as of Q4 2025.

  • Kestra Investment Management reported no remaining Horizon Landmark ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Investment Management sold 3,999 Horizon Landmark ETF shares in Q4 2025, an estimated $205K.
  • Kestra Investment Management first reported a position in Horizon Landmark ETF in Q3 2025 and held it in 1 quarter.
  • Kestra Investment Management's Horizon Landmark ETF position peaked at $205K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.