HPM
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Hoxton Planning & Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Hoxton Planning & Management’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,222
Closed -$519K – 206
2024
Q4 		$519K Sell
11,222
-734
-6% -$35.5K 0.2% 102
2024
Q3 		$562K Buy
11,956
+159
+1% +$7.09K 0.22% 90
2024
Q2 		$497K Sell
11,797
-103
-0.9% -$4.43K 0.23% 84
2024
Q1 		$516K Sell
11,900
-32
-0.3% -$1.28K 0.25% 82
2023
Q4 		$481K Buy
11,932
+1,934
+19% +$72K 0.25% 74
2023
Q3 		$366K Sell
9,998
-580
-5% -$22.6K 0.24% 85
2023
Q2 		$413K Sell
10,578
-2,650
-20% -$99K 0.26% 79
2023
Q1 		$494K Sell
13,228
-2,061
-13% -$77.8K 0.27% 76
2022
Q4 		$554K Buy
+15,289
New +$547K 0.29% 70

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return