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Okabena Investment Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Okabena Investment Services’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
-33
Closed -$1.04K – 221
2022
Q4 		$1.04K Buy
+33
New +$1.02K ﹤0.01% 210

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 $2.17B AUM 26.22% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Okabena Investment Services's INFL Position: Q1 2023 in Review

Okabena Investment Services sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2023, closing a stake of 33 shares — an estimated $1.04K sold.

Okabena Investment Services first reported a position in INFL in Q4 2022 and held it in 1 quarter. The position peaked at $1.04K in Q4 2022. 164 funds tracked by Wall St. Rank hold INFL as of Q1 2023.

  • Okabena Investment Services reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 33 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2023, an estimated $1.04K.
  • Okabena Investment Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 1 quarter.
  • Okabena Investment Services's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.04K in Q4 2022.
  • 164 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.