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AJ Wealth Strategies’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

AJ Wealth Strategies’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 		$1.16M Buy
37,929
+4,926
+15% +$151K 0.06% 121
2023
Q1 		$1.02M Hold
33,003
– – 0.05% 123
2022
Q4 		$1.04M Hold
33,003
– – 0.05% 133
2022
Q3 		$918K Hold
33,003
– – 0.05% 134
2022
Q2 		$942K Buy
+33,003
New +$1.04M 0.05% 131

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AJ Wealth Strategies's INFL Position: Q2 2023 in Review

AJ Wealth Strategies increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 15% in Q2 2023, buying an estimated $151K and bringing the position to 37,929 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #121.

AJ Wealth Strategies first reported a position in INFL in Q2 2022 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold INFL as of Q2 2023.

  • AJ Wealth Strategies held 37,929 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.16M as of Q2 2023.
  • AJ Wealth Strategies bought 4,926 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2023, an estimated $151K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.06% of AJ Wealth Strategies's portfolio in Q2 2023, its #121 holding.
  • AJ Wealth Strategies first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.