1900 Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

1900 Wealth Management’s Portfolio INFL Stock Details INFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,500	Closed	-$203K	–	249
2021 Q4	$203K	Sell	6,500 -500	-7%	-$15.4K	0.02%	235
2021 Q3	$204K	Hold	7,000	–	–	0.02%	210
2021 Q2	$210K	Buy	+7,000	New	+$206K	0.02%	207

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

1900 Wealth Management's INFL Position: Q1 2022 in Review

1900 Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2022, closing a stake of 6,500 shares — an estimated $203K sold.

1900 Wealth Management first reported a position in INFL in Q2 2021 and held it in 3 quarters. The position peaked at $210K in Q2 2021. 147 funds tracked by Wall St. Rank hold INFL as of Q1 2022.

1900 Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2022 after selling out during the quarter.
1900 Wealth Management sold 6,500 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2022, an estimated $203K.
1900 Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and held it in 3 quarters.
1900 Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $210K in Q2 2021.
147 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2022.

Based on 1900 Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.