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Atria Wealth Solutions’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-7,837
Closed -$218K – 1841
2022
Q3 		$218K Hold
7,837
– – ﹤0.01% 1508
2022
Q2 		$224K Sell
7,837
-670
-8% -$21.2K ﹤0.01% 1387
2022
Q1 		$283K Buy
+8,507
New +$268K ﹤0.01% 1352

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 $2.17B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Atria Wealth Solutions's INFL Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2022, closing a stake of 7,837 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in INFL in Q1 2022 and held it in 3 quarters. The position peaked at $283K in Q1 2022. 170 funds tracked by Wall St. Rank hold INFL as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,837 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2022, an estimated $218K.
  • Atria Wealth Solutions first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $283K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.