Meadow Creek Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Meadow Creek Wealth 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
2022 Q3	$278K	Sell	9,988 -320	-3%	-$9.53K	0.37%	71
2022 Q2	$294K	Buy	10,308 +940	+10%	+$29.7K	0.36%	74
2022 Q1	$312K	Sell	9,368 -562	-6%	-$17.7K	0.34%	80
2021 Q4	$310K	Buy	+9,930	New	+$306K	0.29%	91

Other funds holding INFL

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

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

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

SRC

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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

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

Meadow Creek Wealth Advisors's INFL Position: Q3 2022 in Review

Meadow Creek Wealth Advisors reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 3.1% in Q3 2022, selling an estimated $9.53K and leaving 9,988 shares worth $278K. The position accounts for 0.37% of the portfolio, ranked #71.

Meadow Creek Wealth Advisors first reported a position in INFL in Q4 2021 and has held it in 4 quarters since. The position peaked at $312K in Q1 2022. 152 funds tracked by Wall St. Rank hold INFL as of Q3 2022.

Meadow Creek Wealth Advisors held 9,988 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $278K as of Q3 2022.
Meadow Creek Wealth Advisors sold 320 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2022, an estimated $9.53K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.37% of Meadow Creek Wealth Advisors's portfolio in Q3 2022, its #71 holding.
Meadow Creek Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 4 quarters since.
Meadow Creek Wealth Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $312K in Q1 2022.
152 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2022.

Based on Meadow Creek Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.