S.C. Financial Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

S.C. Financial 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
2022 Q4	$269K	Sell	8,531 -4,858	-36%	-$151K	0.41%	80
2022 Q3	$373K	Sell	13,389 -5,455	-29%	-$163K	0.59%	61
2022 Q2	$538K	Buy	18,844 +11,606	+160%	+$367K	0.83%	38
2022 Q1	$241K	Sell	7,238 -705	-9%	-$22.2K	0.31%	94
2021 Q4	$248K	Buy	+7,943	New	+$245K	0.29%	104

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

S.C. Financial Services's INFL Position: Q4 2022 in Review

S.C. Financial Services reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 36% in Q4 2022, selling an estimated $151K and leaving 8,531 shares worth $269K. The position accounts for 0.41% of the portfolio, ranked #80.

S.C. Financial Services first reported a position in INFL in Q4 2021 and has held it in 5 quarters since. The position peaked at $538K in Q2 2022. 170 funds tracked by Wall St. Rank hold INFL as of Q4 2022.

S.C. Financial Services held 8,531 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $269K as of Q4 2022.
S.C. Financial Services sold 4,858 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2022, an estimated $151K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.41% of S.C. Financial Services's portfolio in Q4 2022, its #80 holding.
S.C. Financial Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $538K in Q2 2022.
170 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.