PS
BENJ

Principal Securities’s Horizon Landmark ETF BENJ Stock Holding History

Principal Securities’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 		$4.17M Sell
79,022
-7,970
-9% -$419K 0.05% 333
2026
Q1 		$4.55M Buy
86,992
+6,555
+8% +$342K 0.07% 281
2025
Q4 		$4.17M Buy
80,437
+12,963
+19% +$669K 0.06% 288
2025
Q3 		$3.47M Buy
67,474
+14,105
+26% +$721K 0.06% 301
2025
Q2 		$2.71M Buy
+53,369
New +$2.7M 0.05% 330

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
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Principal Securities's BENJ Position: Q2 2026 in Review

Principal Securities reduced its Horizon Landmark ETF (BENJ) stake by 9.2% in Q2 2026, selling an estimated $419K and leaving 79,022 shares worth $4.17M. The position accounts for 0.05% of the portfolio, ranked #333.

Principal Securities first reported a position in BENJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.55M in Q1 2026. 11 funds tracked by Wall St. Rank hold BENJ as of Q2 2026.

  • Principal Securities held 79,022 shares of Horizon Landmark ETF worth $4.17M as of Q2 2026.
  • Principal Securities sold 7,970 Horizon Landmark ETF shares in Q2 2026, an estimated $419K.
  • Horizon Landmark ETF made up 0.05% of Principal Securities's portfolio in Q2 2026, its #333 holding.
  • Principal Securities first reported a position in Horizon Landmark ETF in Q2 2025 and has held it in 5 quarters since.
  • Principal Securities's Horizon Landmark ETF position peaked at $4.55M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.