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Financial Management Professionals’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Financial Management Professionals’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
2023
Q2 		– Sell
-100
Closed -$3K – 1016
2023
Q1 		$3K Hold
100
– – ﹤0.01% 755
2022
Q4 		$3K Hold
100
– – ﹤0.01% 693
2022
Q3 		$3K Hold
100
– – ﹤0.01% 682
2022
Q2 		$3K Hold
100
– – ﹤0.01% 697
2022
Q1 		$3K Hold
100
– – ﹤0.01% 716
2021
Q4 		$3K Buy
+100
New +$3.08K ﹤0.01% 668

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Management Professionals's INFL Position: Q2 2023 in Review

Financial Management Professionals sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2023, closing a stake of 100 shares — an estimated $3K sold.

Financial Management Professionals first reported a position in INFL in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2023. 148 funds tracked by Wall St. Rank hold INFL as of Q2 2023.

  • Financial Management Professionals reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 100 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2023, an estimated $3K.
  • Financial Management Professionals first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 6 quarters.
  • Financial Management Professionals's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $3K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.