FM
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Family Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Family Management’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
-14,947
Closed -$498K – 186
2022
Q1 		$498K Buy
+14,947
New +$471K 0.14% 97

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return

Family Management's INFL Position: Q2 2022 in Review

Family Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2022, closing a stake of 14,947 shares — an estimated $498K sold.

Family Management first reported a position in INFL in Q1 2022 and held it in 1 quarter. The position peaked at $498K in Q1 2022. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2022.

  • Family Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2022 after selling out during the quarter.
  • Family Management sold 14,947 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2022, an estimated $498K.
  • Family Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 1 quarter.
  • Family Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $498K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2022.

Based on Family Management's 13F filing for Q2 2022, filed 15 Aug 2022.