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Sowa Financial Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Sowa Financial 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
Q4 		– Sell
-10,609
Closed -$295K – 35
2022
Q3 		$295K Sell
10,609
-2,219
-17% -$66.1K 0.23% 34
2022
Q2 		$366K Buy
12,828
+1,067
+9% +$33.8K 0.28% 33
2022
Q1 		$392K Buy
+11,761
New +$371K 0.24% 46

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Sowa Financial Group's INFL Position: Q4 2022 in Review

Sowa Financial Group sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2022, closing a stake of 10,609 shares — an estimated $295K sold.

Sowa Financial Group first reported a position in INFL in Q1 2022 and held it in 3 quarters. The position peaked at $392K in Q1 2022. 170 funds tracked by Wall St. Rank hold INFL as of Q4 2022.

  • Sowa Financial Group reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2022 after selling out during the quarter.
  • Sowa Financial Group sold 10,609 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2022, an estimated $295K.
  • Sowa Financial Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 3 quarters.
  • Sowa Financial Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $392K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2022.

Based on Sowa Financial Group's 13F filing for Q4 2022, filed 27 Jan 2023.