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Pinnacle Wealth Management Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Pinnacle Wealth Management Group’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 		– Sell
-61,597
Closed -$1.92M – 123
2021
Q4 		$1.92M Buy
61,597
+18,380
+43% +$567K 1.42% 21
2021
Q3 		$1.26M Buy
+43,217
New +$1.29M 0.95% 33

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
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

Pinnacle Wealth Management Group's INFL Position: Q1 2022 in Review

Pinnacle Wealth Management Group sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2022, closing a stake of 61,597 shares — an estimated $1.92M sold.

Pinnacle Wealth Management Group first reported a position in INFL in Q3 2021 and held it in 2 quarters. The position peaked at $1.92M in Q4 2021. 147 funds tracked by Wall St. Rank hold INFL as of Q1 2022.

  • Pinnacle Wealth Management Group reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 61,597 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2022, an estimated $1.92M.
  • Pinnacle Wealth Management Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and held it in 2 quarters.
  • Pinnacle Wealth Management Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.92M in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2022, filed 21 Apr 2022.