LWA
Lowe Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
245,118
+9,788
| +4% | +$413K | 4.04% | 7 |
|
|
2025
Q1 | $9.57M | Buy |
235,330
+4,340
| +2% | +$176K | 4.06% | 8 |
|
|
2024
Q4 | $8.8M | Buy |
230,990
+426
| +0.2% | +$16.2K | 3.75% | 7 |
|
|
2024
Q3 | $8.67M | Buy |
230,564
+7,740
| +3% | +$291K | 3.73% | 7 |
|
|
2024
Q2 | $7.28M | Buy |
222,824
+8,799
| +4% | +$288K | 3.32% | 9 |
|
|
2024
Q1 | $6.97M | Buy |
214,025
+6,180
| +3% | +$201K | 3.25% | 9 |
|
|
2023
Q4 | $6.54M | Buy |
207,845
+1,695
| +0.8% | +$53.3K | 3.24% | 8 |
|
|
2023
Q3 | $6.28M | Buy |
206,150
+3,855
| +2% | +$117K | 3.34% | 7 |
|
|
2023
Q2 | $6.18M | Buy |
202,295
+3,117
| +2% | +$95.3K | 3.14% | 8 |
|
|
2023
Q1 | $6.14M | Buy |
199,178
+5,309
| +3% | +$164K | 3.31% | 8 |
|
|
2022
Q4 | $6.1M | Buy |
193,869
+6,800
| +4% | +$214K | 3.37% | 8 |
|
|
2022
Q3 | $5.21M | Buy |
187,069
+9,935
| +6% | +$276K | 3.06% | 8 |
|
|
2022
Q2 | $5.06M | Buy |
177,134
+12,102
| +7% | +$345K | 2.76% | 8 |
|
|
2022
Q1 | $5.5M | Buy |
165,032
+97,277
| +144% | +$3.24M | 2.49% | 9 |
|
|
2021
Q4 | $2.12M | Buy |
67,755
+19,705
| +41% | +$615K | 0.93% | 13 |
|
|
2021
Q3 | $1.4M | Buy |
+48,050
| New | +$1.4M | 0.67% | 16 |
|