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Sugarloaf Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$1.42K Sell
37
-172
-82% -$6.88K ﹤0.01% 639
2024
Q3 		$7.85K Sell
209
-2
-0.9% -$72 ﹤0.01% 525
2024
Q2 		$6.88K Sell
211
-2,045
-91% -$67K ﹤0.01% 511
2024
Q1 		$73.5K Sell
2,256
-109,852
-98% -$3.39M 0.02% 255
2023
Q4 		$3.53M Sell
112,108
-2,984
-3% -$91.1K 0.85% 16
2023
Q3 		$3.5M Sell
115,092
-278,195
-71% -$8.72M 0.89% 15
2023
Q2 		$12M Buy
393,287
+21,017
+6% +$643K 2.81% 8
2023
Q1 		$11.5M Buy
372,270
+43,457
+13% +$1.36M 2.82% 8
2022
Q4 		$10.4M Sell
328,813
-27,410
-8% -$850K 2.6% 9
2022
Q3 		$9.92M Buy
356,223
+9,247
+3% +$276K 2.54% 9
2022
Q2 		$9.9M Buy
346,976
+4,889
+1% +$155K 2.48% 9
2022
Q1 		$11.4M Buy
342,087
+10,917
+3% +$344K 2.7% 8
2021
Q4 		$10.3M Buy
331,170
+22,293
+7% +$687K 2.45% 10
2021
Q3 		$9.02M Buy
308,877
+90,193
+41% +$2.7M 2.37% 8
2021
Q2 		$6.59M Buy
218,684
+218,484
+109,242% +$6.44M 1.8% 11
2021
Q1 		$5 Buy
+200
New +$5.2K ﹤0.01% 587

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Sugarloaf Wealth Management's INFL Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 82% in Q4 2024, selling an estimated $6.88K and leaving 37 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Sugarloaf Wealth Management first reported a position in INFL in Q1 2021 and has held it in 16 quarters since. The position peaked at $12M in Q2 2023. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2024.

  • Sugarloaf Wealth Management held 37 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.42K as of Q4 2024.
  • Sugarloaf Wealth Management sold 172 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2024, an estimated $6.88K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #639 holding.
  • Sugarloaf Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and has held it in 16 quarters since.
  • Sugarloaf Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $12M in Q2 2023.
  • 132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.