BCWM
INFL icon

Bartlett & Co Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-1,400
Closed -$40.9K – 631
2021
Q3 		$40.9K Hold
1,400
– – ﹤0.01% 539
2021
Q2 		$42.1K Buy
+1,400
New +$41.3K ﹤0.01% 534

Other funds holding INFL

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
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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

Bartlett & Co Wealth Management's INFL Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2021, closing a stake of 1,400 shares — an estimated $40.9K sold.

Bartlett & Co Wealth Management first reported a position in INFL in Q2 2021 and held it in 2 quarters. The position peaked at $42.1K in Q2 2021. 127 funds tracked by Wall St. Rank hold INFL as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,400 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2021, an estimated $40.9K.
  • Bartlett & Co Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $42.1K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.