Ancora Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Ancora Advisors’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 Q3	–	Sell	-400	Closed	-$12.2K	–	1802
2023 Q2	$12.2K	Sell	400 -3,500	-90%	-$107K	﹤0.01%	1241
2023 Q1	$120K	Sell	3,900 -950	-20%	-$29.7K	﹤0.01%	743
2022 Q4	$153K	Sell	4,850 -12,450	-72%	-$386K	﹤0.01%	728
2022 Q3	$481K	Hold	17,300	–	–	0.01%	513
2022 Q2	$494K	Buy	17,300 +200	+1%	+$6.33K	0.01%	527
2022 Q1	$570K	Buy	17,100 +1,700	+11%	+$53.6K	0.01%	508
2021 Q4	$481K	Buy	+15,400	New	+$475K	0.01%	565

Other funds holding INFL

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

SRC

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

Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 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

RJA

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

TWM

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

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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

Ancora Advisors's INFL Position: Q3 2023 in Review

Ancora Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2023, closing a stake of 400 shares — an estimated $12.2K sold.

Ancora Advisors first reported a position in INFL in Q4 2021 and held it in 7 quarters. The position peaked at $570K in Q1 2022. 143 funds tracked by Wall St. Rank hold INFL as of Q3 2023.

Ancora Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2023 after selling out during the quarter.
Ancora Advisors sold 400 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2023, an estimated $12.2K.
Ancora Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 7 quarters.
Ancora Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $570K in Q1 2022.
143 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2023.

Based on Ancora Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.