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Meristem Family Wealth’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Meristem Family Wealth’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
Q1 		$290K Hold
8,720
– – 0.03% 267
2021
Q4 		$272K Hold
8,720
– – 0.02% 314
2021
Q3 		$255K Hold
8,720
– – 0.02% 346
2021
Q2 		$262K Buy
+8,720
New +$257K 0.04% 274

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 $2.4B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Meristem Family Wealth's INFL Position: Q1 2022 in Review

Meristem Family Wealth held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q1 2022 at 8,720 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #267.

Meristem Family Wealth first reported a position in INFL in Q2 2021 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold INFL as of Q1 2022.

  • Meristem Family Wealth held 8,720 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $290K as of Q1 2022.
  • Meristem Family Wealth left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q1 2022.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #267 holding.
  • Meristem Family Wealth first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.