Brown Advisory
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Brown Advisory’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Brown Advisory’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
2023
Q1 		– Sell
-15,350
Closed -$483K – 1241
2022
Q4 		$483K Buy
+15,350
New +$476K ﹤0.01% 913

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Brown Advisory's INFL Position: Q1 2023 in Review

Brown Advisory sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2023, closing a stake of 15,350 shares — an estimated $483K sold.

Brown Advisory first reported a position in INFL in Q4 2022 and held it in 1 quarter. The position peaked at $483K in Q4 2022. 164 funds tracked by Wall St. Rank hold INFL as of Q1 2023.

  • Brown Advisory reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2023 after selling out during the quarter.
  • Brown Advisory sold 15,350 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2023, an estimated $483K.
  • Brown Advisory first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 1 quarter.
  • Brown Advisory's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $483K in Q4 2022.
  • 164 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2023.

Based on Brown Advisory's 13F filing for Q1 2023, filed 8 May 2023.