UBS Group
BENJ

UBS Group’s Horizon Landmark ETF BENJ Stock Holding History

UBS Group’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
-436
Closed -$22.8K – 11353
2026
Q1 		$22.8K Buy
436
+386
+772% +$20.1K ﹤0.01% 7838
2025
Q4 		$2.59K Sell
50
-101
-67% -$5.21K ﹤0.01% 9275
2025
Q3 		$7.75K Sell
151
-75
-33% -$3.83K ﹤0.01% 8702
2025
Q2 		$11.5K Buy
+226
New +$11.4K ﹤0.01% 8782

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

UBS Group's BENJ Position: Q2 2026 in Review

UBS Group sold out of Horizon Landmark ETF (BENJ) in Q2 2026, closing a stake of 436 shares — an estimated $22.8K sold.

UBS Group first reported a position in BENJ in Q2 2025 and held it in 4 quarters. The position peaked at $22.8K in Q1 2026. 17 funds tracked by Wall St. Rank hold BENJ as of Q2 2026.

  • UBS Group reported no remaining Horizon Landmark ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 436 Horizon Landmark ETF shares in Q2 2026, an estimated $22.8K.
  • UBS Group first reported a position in Horizon Landmark ETF in Q2 2025 and held it in 4 quarters.
  • UBS Group's Horizon Landmark ETF position peaked at $22.8K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Horizon Landmark ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.