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Beam Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Beam Wealth Advisors’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
-35,768
Closed -$1.04M – 110
2021
Q3 		$1.04M Buy
35,768
+5,255
+17% +$157K 0.9% 35
2021
Q2 		$917K Buy
30,513
+22,675
+289% +$668K 0.79% 44
2021
Q1 		$212K Buy
+7,838
New +$204K 0.19% 124

Other funds holding INFL

ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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 $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 $530B AUM 22.01% 1-Year Est. Return

Beam Wealth Advisors's INFL Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2021, closing a stake of 35,768 shares — an estimated $1.04M sold.

Beam Wealth Advisors first reported a position in INFL in Q1 2021 and held it in 3 quarters. The position peaked at $1.04M in Q3 2021. 127 funds tracked by Wall St. Rank hold INFL as of Q4 2021.

  • Beam Wealth Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 35,768 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2021, an estimated $1.04M.
  • Beam Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and held it in 3 quarters.
  • Beam Wealth Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.04M in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.