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

Financial Partners Capital 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 Q4	$687K	Sell	21,837 -7,590	-26%	-$235K	0.15%	88
2022 Q3	$819K	Buy	29,427 +802	+3%	+$23.9K	0.19%	87
2022 Q2	$817K	Buy	+28,625	New	+$906K	0.18%	93

Other funds holding INFL

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Financial Partners Capital Management's INFL Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 26% in Q4 2022, selling an estimated $235K and leaving 21,837 shares worth $687K. The position accounts for 0.15% of the portfolio, ranked #88.

Financial Partners Capital Management first reported a position in INFL in Q2 2022 and has held it in 3 quarters since. The position peaked at $819K in Q3 2022. 170 funds tracked by Wall St. Rank hold INFL as of Q4 2022.

Financial Partners Capital Management held 21,837 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $687K as of Q4 2022.
Financial Partners Capital Management sold 7,590 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2022, an estimated $235K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.15% of Financial Partners Capital Management's portfolio in Q4 2022, its #88 holding.
Financial Partners Capital Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and has held it in 3 quarters since.
Financial Partners Capital Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $819K in Q3 2022.
170 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.