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Financial Architects (New Jersey)’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Financial Architects (New Jersey)’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
-12,235
Closed -$408K – 130
2022
Q1 		$408K Sell
12,235
-14,060
-53% -$443K 0.06% 224
2021
Q4 		$821K Buy
+26,295
New +$811K 0.11% 166

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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

Financial Architects (New Jersey)'s INFL Position: Q2 2022 in Review

Financial Architects (New Jersey) sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2022, closing a stake of 12,235 shares — an estimated $408K sold.

Financial Architects (New Jersey) first reported a position in INFL in Q4 2021 and held it in 2 quarters. The position peaked at $821K in Q4 2021. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2022.

  • Financial Architects (New Jersey) reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 12,235 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2022, an estimated $408K.
  • Financial Architects (New Jersey) first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Horizon Kinetics Inflation Beneficiaries ETF position peaked at $821K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.