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Great Diamond Partners’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Great Diamond Partners’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
-10,610
Closed -$327K – 226
2023
Q1 		$327K Buy
10,610
+2,439
+30% +$76.1K 0.09% 157
2022
Q4 		$257K Buy
+8,171
New +$253K 0.08% 178

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

Great Diamond Partners's INFL Position: Q2 2023 in Review

Great Diamond Partners sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2023, closing a stake of 10,610 shares — an estimated $327K sold.

Great Diamond Partners first reported a position in INFL in Q4 2022 and held it in 2 quarters. The position peaked at $327K in Q1 2023. 148 funds tracked by Wall St. Rank hold INFL as of Q2 2023.

  • Great Diamond Partners reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2023 after selling out during the quarter.
  • Great Diamond Partners sold 10,610 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2023, an estimated $327K.
  • Great Diamond Partners first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 2 quarters.
  • Great Diamond Partners's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $327K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2023.

Based on Great Diamond Partners's 13F filing for Q2 2023, filed 17 Jul 2023.