Johnson Financial Group Inc (Wisconsin)’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q3	–	Sell	-1,015	Closed	-$31K	–	664
2023 Q2	$31K	Hold	1,015	–	–	﹤0.01%	454
2023 Q1	$31.3K	Hold	1,015	–	–	﹤0.01%	441
2022 Q4	$32K	Hold	1,015	–	–	﹤0.01%	393
2022 Q3	$31K	Hold	1,015	–	–	﹤0.01%	394
2022 Q2	$29K	Hold	1,015	–	–	﹤0.01%	444
2022 Q1	$34K	Hold	1,015	–	–	﹤0.01%	484
2021 Q4	$32K	Hold	1,015	–	–	﹤0.01%	513
2021 Q3	$30K	Hold	1,015	–	–	﹤0.01%	466
2021 Q2	$31K	Buy	+1,015	New	+$29.9K	﹤0.01%	469

Other funds holding INFL

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 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

RJA

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

TWM

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

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

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

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

Johnson Financial Group Inc (Wisconsin)'s INFL Position: Q3 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2023, closing a stake of 1,015 shares — an estimated $31K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in INFL in Q2 2021 and held it in 9 quarters. The position peaked at $34K in Q1 2022. 143 funds tracked by Wall St. Rank hold INFL as of Q3 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,015 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2023, an estimated $31K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s Horizon Kinetics Inflation Beneficiaries ETF position peaked at $34K in Q1 2022.
143 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2023, filed 14 Nov 2023.