Cetera Advisor Networks’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Cetera Advisor Networks’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 Q4	–	Sell	-8,388	Closed	-$255K	–	2831
2023 Q3	$255K	Sell	8,388 -5,378	-39%	-$169K	﹤0.01%	2248
2023 Q2	$421K	Buy	13,766 +2,490	+22%	+$76.2K	﹤0.01%	1841
2023 Q1	$348K	Sell	11,276 -13,168	-54%	-$411K	﹤0.01%	1951
2022 Q4	$769K	Sell	24,444 -45	-0.2%	-$1.4K	0.01%	1347
2022 Q3	$682K	Buy	24,489 +3,012	+14%	+$89.7K	0.01%	1105
2022 Q2	$613K	Buy	21,477 +4,842	+29%	+$153K	0.01%	1145
2022 Q1	$554K	Buy	16,635 +4,361	+36%	+$137K	0.01%	1235
2021 Q4	$383K	Buy	12,274 +4,523	+58%	+$139K	﹤0.01%	1453
2021 Q3	$226K	Buy	+7,751	New	+$232K	﹤0.01%	1720

Other funds holding INFL

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Cetera Advisor Networks's INFL Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2023, closing a stake of 8,388 shares — an estimated $255K sold.

Cetera Advisor Networks first reported a position in INFL in Q3 2021 and held it in 9 quarters. The position peaked at $769K in Q4 2022. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2023.

Cetera Advisor Networks reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 8,388 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2023, an estimated $255K.
Cetera Advisor Networks first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and held it in 9 quarters.
Cetera Advisor Networks's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $769K in Q4 2022.
132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.