Apexium Financial’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Apexium Financial’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 Q4	–	Sell	-8,142	Closed	-$248K	–	273
2023 Q3	$248K	Sell	8,142 -400	-5%	-$12.5K	0.02%	188
2023 Q2	$261K	Hold	8,542	–	–	0.02%	191
2023 Q1	$263K	Sell	8,542 -425	-5%	-$13.3K	0.03%	182
2022 Q4	$282K	Hold	8,967	–	–	0.03%	172
2022 Q3	$250K	Buy	8,967 +400	+5%	+$11.9K	0.03%	170
2022 Q2	$245K	Hold	8,567	–	–	0.14%	83
2022 Q1	$267K	Hold	8,567	–	–	0.14%	81
2021 Q4	$267K	Buy	+8,567	New	+$264K	0.14%	80

Other funds holding INFL

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

Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 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

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

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Apexium Financial's INFL Position: Q4 2023 in Review

Apexium Financial sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2023, closing a stake of 8,142 shares — an estimated $248K sold.

Apexium Financial first reported a position in INFL in Q4 2021 and held it in 8 quarters. The position peaked at $282K in Q4 2022. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2023.

Apexium Financial reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2023 after selling out during the quarter.
Apexium Financial sold 8,142 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2023, an estimated $248K.
Apexium Financial first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 8 quarters.
Apexium Financial's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $282K in Q4 2022.
132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2023.

Based on Apexium Financial's 13F filing for Q4 2023, filed 8 Feb 2024.