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Avior Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Avior Wealth Management’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
-261
Closed -$7.94K – 1607
2023
Q3 		$7.94K Sell
261
-3,704
-93% -$116K ﹤0.01% 1079
2023
Q2 		$121K Sell
3,965
-3,376
-46% -$103K 0.01% 600
2023
Q1 		$226K Buy
+7,341
New +$229K 0.02% 507

Other funds holding INFL

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
Rockefeller Capital Management
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
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
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

Avior Wealth Management's INFL Position: Q4 2023 in Review

Avior Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2023, closing a stake of 261 shares — an estimated $7.94K sold.

Avior Wealth Management first reported a position in INFL in Q1 2023 and held it in 3 quarters. The position peaked at $226K in Q1 2023. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2023.

  • Avior Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 261 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2023, an estimated $7.94K.
  • Avior Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $226K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.