KM
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Kalos Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Kalos 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
2023
Q2 		– Sell
-487
Closed -$15K – 246
2023
Q1 		$15K Buy
+487
New +$15.2K 0.03% 177

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ET
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kalos Management's INFL Position: Q2 2023 in Review

Kalos Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2023, closing a stake of 487 shares — an estimated $15K sold.

Kalos Management first reported a position in INFL in Q1 2023 and held it in 1 quarter. The position peaked at $15K in Q1 2023. 148 funds tracked by Wall St. Rank hold INFL as of Q2 2023.

  • Kalos Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 487 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2023, an estimated $15K.
  • Kalos Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2023 and held it in 1 quarter.
  • Kalos Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $15K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.