Financial Network Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Financial Network Wealth 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
2024 Q3	–	Sell	-41	Closed	-$1.42K	–	900
2024 Q2	$1.42K	Buy	+41	New	+$1.34K	﹤0.01%	786

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Network Wealth Advisors's INFL Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2024, closing a stake of 41 shares — an estimated $1.42K sold.

Financial Network Wealth Advisors first reported a position in INFL in Q2 2024 and held it in 1 quarter. The position peaked at $1.42K in Q2 2024. 113 funds tracked by Wall St. Rank hold INFL as of Q3 2024.

Financial Network Wealth Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2024 after selling out during the quarter.
Financial Network Wealth Advisors sold 41 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2024, an estimated $1.42K.
Financial Network Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2024 and held it in 1 quarter.
Financial Network Wealth Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.42K in Q2 2024.
113 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.