KMG Fiduciary Partners’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

KMG Fiduciary Partners’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
2024 Q3	–	Sell	-7,900	Closed	-$258K	–	271
2024 Q2	$258K	Hold	7,900	–	–	0.03%	218
2024 Q1	$257K	Hold	7,900	–	–	0.03%	216
2023 Q4	$249K	Hold	7,900	–	–	0.03%	220
2023 Q3	$240K	Hold	7,900	–	–	0.03%	210
2023 Q2	$242K	Hold	7,900	–	–	0.03%	214
2023 Q1	$244K	Hold	7,900	–	–	0.03%	211
2022 Q4	$249K	Buy	+7,900	New	+$245K	0.04%	212

Other funds holding INFL

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KMG Fiduciary Partners's INFL Position: Q3 2024 in Review

KMG Fiduciary Partners sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2024, closing a stake of 7,900 shares — an estimated $258K sold.

KMG Fiduciary Partners first reported a position in INFL in Q4 2022 and held it in 7 quarters. The position peaked at $258K in Q2 2024. 113 funds tracked by Wall St. Rank hold INFL as of Q3 2024.

KMG Fiduciary Partners reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2024 after selling out during the quarter.
KMG Fiduciary Partners sold 7,900 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2024, an estimated $258K.
KMG Fiduciary Partners first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 7 quarters.
KMG Fiduciary Partners's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $258K in Q2 2024.
113 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2024.

Based on KMG Fiduciary Partners's 13F filing for Q3 2024, filed 17 Oct 2024.