GYL Financial Synergies’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

GYL Financial Synergies’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 Q1	–	Sell	-33,789	Closed	-$1.06M	–	378
2023 Q4	$1.06M	Sell	33,789 -785	-2%	-$24K	0.09%	178
2023 Q3	$1.05M	Buy	34,574 +1,060	+3%	+$33.2K	0.1%	172
2023 Q2	$1.02M	Buy	33,514 +2,200	+7%	+$67.3K	0.09%	177
2023 Q1	$966K	Buy	+31,314	New	+$978K	0.12%	130

Other funds holding INFL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

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

GYL Financial Synergies's INFL Position: Q1 2024 in Review

GYL Financial Synergies sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2024, closing a stake of 33,789 shares — an estimated $1.06M sold.

GYL Financial Synergies first reported a position in INFL in Q1 2023 and held it in 4 quarters. The position peaked at $1.06M in Q4 2023. 109 funds tracked by Wall St. Rank hold INFL as of Q1 2024.

GYL Financial Synergies reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2024 after selling out during the quarter.
GYL Financial Synergies sold 33,789 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2024, an estimated $1.06M.
GYL Financial Synergies first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2023 and held it in 4 quarters.
GYL Financial Synergies's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.06M in Q4 2023.
109 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2024.

Based on GYL Financial Synergies's 13F filing for Q1 2024, filed 14 May 2024.