LSA
INFL icon

Lion Street Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Lion Street 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
Q4 		– Sell
-11,020
Closed -$335K – 257
2023
Q3 		$335K Buy
+11,020
New +$345K 0.11% 161
2023
Q2 		– Sell
-7,020
Closed -$216K – 266
2023
Q1 		$216K Buy
+7,020
New +$219K 0.07% 220

Other funds holding INFL

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
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
Rockefeller Capital Management
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
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
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Lion Street Advisors's INFL Position: Q4 2023 in Review

Lion Street Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2023, closing a stake of 11,020 shares — an estimated $335K sold.

Lion Street Advisors first reported a position in INFL in Q1 2023 and held it in 2 quarters. The position peaked at $335K in Q3 2023. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2023.

  • Lion Street Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2023 after selling out during the quarter.
  • Lion Street Advisors sold 11,020 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2023, an estimated $335K.
  • Lion Street Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2023 and held it in 2 quarters.
  • Lion Street Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $335K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2023.

Based on Lion Street Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.