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Axim Planning & Wealth’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Axim Planning & Wealth’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
-2,543
Closed -$71K – 99
2022
Q3 		$71K Buy
2,543
+1,243
+96% +$37K 0.07% 35
2022
Q2 		$37K Buy
+1,300
New +$41.1K 0.03% 54

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

Axim Planning & Wealth's INFL Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2022, closing a stake of 2,543 shares — an estimated $71K sold.

Axim Planning & Wealth first reported a position in INFL in Q2 2022 and held it in 2 quarters. The position peaked at $71K in Q3 2022. 170 funds tracked by Wall St. Rank hold INFL as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 2,543 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2022, an estimated $71K.
  • Axim Planning & Wealth first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $71K in Q3 2022.
  • 170 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.