IBEX Wealth Advisors
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IBEX Wealth Advisors’s ProShares Inflation Expectations ETF RINF Stock Holding History

IBEX Wealth Advisors’s Portfolio RINF Stock Details RINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-158,694
Closed -$4.9M – 162
2022
Q2 		$4.9M Buy
+158,694
New +$5.27M 1.13% 32

Other funds holding RINF

MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

IBEX Wealth Advisors's RINF Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of ProShares Inflation Expectations ETF (RINF) in Q3 2022, closing a stake of 158,694 shares — an estimated $4.9M sold.

IBEX Wealth Advisors first reported a position in RINF in Q2 2022 and held it in 1 quarter. The position peaked at $4.9M in Q2 2022. 25 funds tracked by Wall St. Rank hold RINF as of Q3 2022.

  • IBEX Wealth Advisors reported no remaining ProShares Inflation Expectations ETF position as of Q3 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 158,694 ProShares Inflation Expectations ETF shares in Q3 2022, an estimated $4.9M.
  • IBEX Wealth Advisors first reported a position in ProShares Inflation Expectations ETF in Q2 2022 and held it in 1 quarter.
  • IBEX Wealth Advisors's ProShares Inflation Expectations ETF position peaked at $4.9M in Q2 2022.
  • 25 funds tracked by Wall St. Rank held ProShares Inflation Expectations ETF as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.