JFS Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

JFS Wealth Advisors’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 Q2	–	Sell	-3,400	Closed	-$105K	–	1998
2023 Q1	$105K	Hold	3,400	–	–	0.01%	272
2022 Q4	$107K	Hold	3,400	–	–	0.01%	271
2022 Q3	$95K	Hold	3,400	–	–	0.01%	290
2022 Q2	$97K	Hold	3,400	–	–	0.01%	284
2022 Q1	$113K	Hold	3,400	–	–	0.01%	280
2021 Q4	$106K	Sell	3,400 -1,700	-33%	-$52.4K	0.01%	295
2021 Q3	$149K	Sell	5,100 -5,100	-50%	-$152K	0.02%	251
2021 Q2	$307K	Buy	+10,200	New	+$301K	0.05%	143

Other funds holding INFL

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

Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFS Wealth Advisors's INFL Position: Q2 2023 in Review

JFS Wealth Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2023, closing a stake of 3,400 shares — an estimated $105K sold.

JFS Wealth Advisors first reported a position in INFL in Q2 2021 and held it in 8 quarters. The position peaked at $307K in Q2 2021. 148 funds tracked by Wall St. Rank hold INFL as of Q2 2023.

JFS Wealth Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 3,400 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2023, an estimated $105K.
JFS Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and held it in 8 quarters.
JFS Wealth Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $307K in Q2 2021.
148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.