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

Accel 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
2023 Q2	–	Sell	-204	Closed	-$6.3K	–	512
2023 Q1	$6.3K	Hold	204	–	–	﹤0.01%	980
2022 Q4	$6.42K	Hold	204	–	–	﹤0.01%	785
2022 Q3	$6K	Buy	204 +1	+0.5%	+$30	﹤0.01%	818
2022 Q2	$6K	Buy	203 +2	+1%	+$63	﹤0.01%	784
2022 Q1	$7K	Buy	201 +1	+0.5%	+$32	﹤0.01%	762
2021 Q4	$6K	Buy	+200	New	+$6.17K	﹤0.01%	787

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Accel Wealth Management's INFL Position: Q2 2023 in Review

Accel Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2023, closing a stake of 204 shares — an estimated $6.3K sold.

Accel Wealth Management first reported a position in INFL in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 148 funds tracked by Wall St. Rank hold INFL as of Q2 2023.

Accel Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 204 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2023, an estimated $6.3K.
Accel Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $7K in Q1 2022.
148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.