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

Clearstead 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
2024 Q1	–	Sell	-2,372	Closed	-$74.6K	–	1588
2023 Q4	$74.6K	Sell	2,372 -2,372	-50%	-$72.4K	﹤0.01%	651
2023 Q3	$144K	Buy	4,744 +2,372	+100%	+$74.4K	﹤0.01%	648
2023 Q2	$72.5K	Hold	2,372	–	–	﹤0.01%	648
2023 Q1	$73.2K	Hold	2,372	–	–	0.01%	576
2022 Q4	$74.7K	Hold	2,372	–	–	0.01%	558
2022 Q3	$66K	Hold	2,372	–	–	0.01%	556
2022 Q2	$68K	Buy	+2,372	New	+$75.1K	0.01%	563

Other funds holding INFL

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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 New York $544B AUM 28.31% 1-Year Est. Return

Clearstead Advisors's INFL Position: Q1 2024 in Review

Clearstead Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2024, closing a stake of 2,372 shares — an estimated $74.6K sold.

Clearstead Advisors first reported a position in INFL in Q2 2022 and held it in 7 quarters. The position peaked at $144K in Q3 2023. 109 funds tracked by Wall St. Rank hold INFL as of Q1 2024.

Clearstead Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2024 after selling out during the quarter.
Clearstead Advisors sold 2,372 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2024, an estimated $74.6K.
Clearstead Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and held it in 7 quarters.
Clearstead Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $144K in Q3 2023.
109 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.