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Institutional & Family Asset Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-652
Closed -$19K – 854
2021
Q3 		$19K Buy
+652
New +$19.5K ﹤0.01% 460

Other funds holding INFL

ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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

Institutional & Family Asset Management's INFL Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2021, closing a stake of 652 shares — an estimated $19K sold.

Institutional & Family Asset Management first reported a position in INFL in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 127 funds tracked by Wall St. Rank hold INFL as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 652 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2021, an estimated $19K.
  • Institutional & Family Asset Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $19K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.