SFS
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Sowell Financial Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Sowell 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
2023
Q1 		– Sell
-36,370
Closed -$1.15M – 799
2022
Q4 		$1.15M Hold
36,370
– – 0.07% 296
2022
Q3 		$1.01M Buy
+36,370
New +$1.08M 0.1% 236
2022
Q1 		– Sell
-56,480
Closed -$1.76M – 331
2021
Q4 		$1.76M Buy
56,480
+6,540
+13% +$202K 0.1% 218
2021
Q3 		$1.46M Sell
49,940
-15,440
-24% -$462K 0.1% 235
2021
Q2 		$1.97M Buy
+65,380
New +$1.93M 0.13% 191

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ET
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ACA
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MCC
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LPL Financial
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SRC
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Rockefeller Capital Management
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TWM
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