SimpliFi Inc’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

SimpliFi Inc’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 Q2	–	Sell	-64,381	Closed	-$1.99M	–	37
2023 Q1	$1.99M	Sell	64,381 -682	-1%	-$21.3K	0.98%	15
2022 Q4	$2.05M	Sell	65,063 -7,216	-10%	-$224K	1.07%	13
2022 Q3	$2.01M	Buy	72,279 +284	+0.4%	+$8.46K	1.04%	13
2022 Q2	$2.06M	Sell	71,995 -123	-0.2%	-$3.89K	1.01%	13
2022 Q1	$2.4M	Sell	72,118 -4,483	-6%	-$141K	1.09%	13
2021 Q4	$2.39M	Buy	+76,601	New	+$2.36M	1.04%	14

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SimpliFi Inc's INFL Position: Q2 2023 in Review

SimpliFi Inc sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2023, closing a stake of 64,381 shares — an estimated $1.99M sold.

SimpliFi Inc first reported a position in INFL in Q4 2021 and held it in 6 quarters. The position peaked at $2.4M in Q1 2022. 148 funds tracked by Wall St. Rank hold INFL as of Q2 2023.

SimpliFi Inc reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2023 after selling out during the quarter.
SimpliFi Inc sold 64,381 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2023, an estimated $1.99M.
SimpliFi Inc first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 6 quarters.
SimpliFi Inc's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.4M in Q1 2022.
148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2023.

Based on SimpliFi Inc's 13F filing for Q2 2023, filed 18 Jul 2023.