Creative Financial Designs’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Creative Financial Designs’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	-1,416	Closed	-$44.5K	–	1695
2023 Q4	$44.5K	Sell	1,416 -1,498	-51%	-$45.7K	﹤0.01%	719
2023 Q3	$88.7K	Buy	2,914 +3	+0.1%	+$94	0.01%	508
2023 Q2	$89K	Buy	2,911 +1	+0%	+$31	0.01%	514
2023 Q1	$89.8K	Sell	2,910 -405	-12%	-$12.6K	0.01%	479
2022 Q4	$104K	Buy	+3,315	New	+$103K	0.02%	444

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

Creative Financial Designs's INFL Position: Q1 2024 in Review

Creative Financial Designs sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2024, closing a stake of 1,416 shares — an estimated $44.5K sold.

Creative Financial Designs first reported a position in INFL in Q4 2022 and held it in 5 quarters. The position peaked at $104K in Q4 2022. 109 funds tracked by Wall St. Rank hold INFL as of Q1 2024.

Creative Financial Designs reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 1,416 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2024, an estimated $44.5K.
Creative Financial Designs first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 5 quarters.
Creative Financial Designs's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $104K in Q4 2022.
109 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.