Optivise Advisory Services’s Horizon Landmark ETF BENJ Stock Holding History

Optivise Advisory Services’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 Q3	$294K	Buy	+5,521	New	+$293K	0.14%	159

Other funds holding BENJ

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

Optivise Advisory Services's BENJ Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in Horizon Landmark ETF (BENJ) in Q3 2026: 5,521 shares worth $294K. The stake represents 0.14% of the portfolio and ranks #159 among its holdings.

11 funds tracked by Wall St. Rank hold BENJ as of Q3 2026.

Optivise Advisory Services held 5,521 shares of Horizon Landmark ETF worth $294K as of Q3 2026.
Horizon Landmark ETF was a new Optivise Advisory Services position in Q3 2026.
Horizon Landmark ETF made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #159 holding.
11 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.