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AXS Investments’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

AXS Investments’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
2021
Q4 		– Sell
-28,007
Closed -$818K – 204
2021
Q3 		$818K Buy
+28,007
New +$837K 0.31% 34

Other funds holding INFL

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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 $617B AUM 30.33% 1-Year Est. Return

AXS Investments's INFL Position: Q4 2021 in Review

AXS Investments sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2021, closing a stake of 28,007 shares — an estimated $818K sold.

AXS Investments first reported a position in INFL in Q3 2021 and held it in 1 quarter. The position peaked at $818K in Q3 2021. 127 funds tracked by Wall St. Rank hold INFL as of Q4 2021.

  • AXS Investments reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2021 after selling out during the quarter.
  • AXS Investments sold 28,007 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2021, an estimated $818K.
  • AXS Investments first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and held it in 1 quarter.
  • AXS Investments's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $818K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.