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B. Riley Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

B. Riley 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
2022
Q2 		$407K Buy
+14,260
New +$451K 0.48% 15

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return

B. Riley Wealth Management's INFL Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2022: 14,260 shares worth $407K. The stake represents 0.48% of the portfolio and ranks #15 among its holdings.

150 funds tracked by Wall St. Rank hold INFL as of Q2 2022.

  • B. Riley Wealth Management held 14,260 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $407K as of Q2 2022.
  • Horizon Kinetics Inflation Beneficiaries ETF was a new B. Riley Wealth Management position in Q2 2022.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.48% of B. Riley Wealth Management's portfolio in Q2 2022, its #15 holding.
  • 150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.