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Avantax Advisory Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Avantax Advisory Services’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
-16,175
Closed -$492K – 1625
2023
Q3 		$492K Buy
+16,175
New +$507K 0.01% 952

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OCPWS
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EWP
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JFA
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Avantax Advisory Services's INFL Position: Q4 2023 in Review

Avantax Advisory Services sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2023, closing a stake of 16,175 shares — an estimated $492K sold.

Avantax Advisory Services first reported a position in INFL in Q3 2023 and held it in 1 quarter. The position peaked at $492K in Q3 2023. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2023.

  • Avantax Advisory Services reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 16,175 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2023, an estimated $492K.
  • Avantax Advisory Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2023 and held it in 1 quarter.
  • Avantax Advisory Services's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $492K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.