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Insight 2811 Inc’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Insight 2811 Inc’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
Q4 		– Sell
-27,865
Closed -$848K – 81
2023
Q3 		$848K Sell
27,865
-5,380
-16% -$169K 0.48% 24
2023
Q2 		$1.02M Sell
33,245
-265
-0.8% -$8.11K 0.55% 23
2023
Q1 		$1.03M Sell
33,510
-725
-2% -$22.6K 0.64% 18
2022
Q4 		$1.08M Sell
34,235
-865
-2% -$26.8K 0.66% 18
2022
Q3 		$977K Buy
35,100
+200
+0.6% +$5.96K 0.66% 15
2022
Q2 		$996K Buy
34,900
+17,945
+106% +$568K 0.65% 15
2022
Q1 		$565K Buy
+16,955
New +$534K 0.34% 32

Other funds holding INFL

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
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Insight 2811 Inc's INFL Position: Q4 2023 in Review

Insight 2811 Inc sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2023, closing a stake of 27,865 shares — an estimated $848K sold.

Insight 2811 Inc first reported a position in INFL in Q1 2022 and held it in 7 quarters. The position peaked at $1.08M in Q4 2022. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2023.

  • Insight 2811 Inc reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 27,865 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2023, an estimated $848K.
  • Insight 2811 Inc first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 7 quarters.
  • Insight 2811 Inc's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.08M in Q4 2022.
  • 132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2023.

Based on Insight 2811 Inc's 13F filing for Q4 2023, filed 12 Feb 2024.