Robertson Stephens Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Robertson Stephens Wealth Management’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 Q4	–	Sell	-13,115	Closed	-$364K	–	418
2022 Q3	$364K	Hold	13,115	–	–	0.04%	255
2022 Q2	$374K	Sell	13,115 -1,310	-9%	-$41.5K	0.04%	274
2022 Q1	$480K	Buy	+14,425	New	+$455K	0.04%	256

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

SRC

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Robertson Stephens Wealth Management's INFL Position: Q4 2022 in Review

Robertson Stephens Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2022, closing a stake of 13,115 shares — an estimated $364K sold.

Robertson Stephens Wealth Management first reported a position in INFL in Q1 2022 and held it in 3 quarters. The position peaked at $480K in Q1 2022. 170 funds tracked by Wall St. Rank hold INFL as of Q4 2022.

Robertson Stephens Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 13,115 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2022, an estimated $364K.
Robertson Stephens Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 3 quarters.
Robertson Stephens Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $480K in Q1 2022.
170 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.