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Sargent Bickham Lagudis’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Sargent Bickham Lagudis’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 		$2.77K Hold
88
– – ﹤0.01% 875
2022
Q3 		$2K Buy
+88
New +$2.62K ﹤0.01% 885

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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

Sargent Bickham Lagudis's INFL Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q4 2022 at 88 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Sargent Bickham Lagudis first reported a position in INFL in Q3 2022 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold INFL as of Q4 2022.

  • Sargent Bickham Lagudis held 88 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $2.77K as of Q4 2022.
  • Sargent Bickham Lagudis left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q4 2022.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #875 holding.
  • Sargent Bickham Lagudis first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2022 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.