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Clayton Financial Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Clayton Financial Group’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
2024
Q1 		– Sell
-30,226
Closed -$951K – 106
2023
Q4 		$951K Buy
+30,226
New +$923K 0.59% 29

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clayton Financial Group's INFL Position: Q1 2024 in Review

Clayton Financial Group sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2024, closing a stake of 30,226 shares — an estimated $951K sold.

Clayton Financial Group first reported a position in INFL in Q4 2023 and held it in 1 quarter. The position peaked at $951K in Q4 2023. 109 funds tracked by Wall St. Rank hold INFL as of Q1 2024.

  • Clayton Financial Group reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2024 after selling out during the quarter.
  • Clayton Financial Group sold 30,226 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2024, an estimated $951K.
  • Clayton Financial Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2023 and held it in 1 quarter.
  • Clayton Financial Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $951K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2024.

Based on Clayton Financial Group's 13F filing for Q1 2024, filed 2 May 2024.