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

Fermata 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
2022
Q1 		– Sell
-7,444
Closed -$232K – 193
2021
Q4 		$232K Buy
+7,444
New +$229K 0.08% 162

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fermata Advisors's INFL Position: Q1 2022 in Review

Fermata Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2022, closing a stake of 7,444 shares — an estimated $232K sold.

Fermata Advisors first reported a position in INFL in Q4 2021 and held it in 1 quarter. The position peaked at $232K in Q4 2021. 147 funds tracked by Wall St. Rank hold INFL as of Q1 2022.

  • Fermata Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2022 after selling out during the quarter.
  • Fermata Advisors sold 7,444 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2022, an estimated $232K.
  • Fermata Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 1 quarter.
  • Fermata Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $232K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2022.

Based on Fermata Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.