Capital Advisory Group Advisory Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-1,000	Closed	-$33K	–	329
2022 Q1	$33K	Buy	+1,000	New	+$31.5K	0.02%	268

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return

Capital Advisory Group Advisory Services's INFL Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2022, closing a stake of 1,000 shares — an estimated $33K sold.

Capital Advisory Group Advisory Services first reported a position in INFL in Q1 2022 and held it in 1 quarter. The position peaked at $33K in Q1 2022. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,000 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2022, an estimated $33K.
Capital Advisory Group Advisory Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 1 quarter.
Capital Advisory Group Advisory Services's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $33K in Q1 2022.
150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.