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Newman Dignan & Sheerar Inc’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Newman Dignan & Sheerar Inc’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
Q1 		– Sell
-6,450
Closed -$203K – 198
2022
Q4 		$203K Buy
+6,450
New +$200K 0.07% 179
2022
Q2 		– Sell
-6,448
Closed -$215K – 189
2022
Q1 		$215K Buy
+6,448
New +$203K 0.04% 179

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Newman Dignan & Sheerar Inc's INFL Position: Q1 2023 in Review

Newman Dignan & Sheerar Inc sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2023, closing a stake of 6,450 shares — an estimated $203K sold.

Newman Dignan & Sheerar Inc first reported a position in INFL in Q1 2022 and held it in 2 quarters. The position peaked at $215K in Q1 2022. 164 funds tracked by Wall St. Rank hold INFL as of Q1 2023.

  • Newman Dignan & Sheerar Inc reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2023 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 6,450 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2023, an estimated $203K.
  • Newman Dignan & Sheerar Inc first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 2 quarters.
  • Newman Dignan & Sheerar Inc's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $215K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2023.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2023, filed 28 Apr 2023.