TWM
INFL icon

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

Tradition 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
2022
Q1 		– Sell
-2,000
Closed -$62K – 1174
2021
Q4 		$62K Buy
+2,000
New +$61.7K 0.01% 484

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
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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tradition Wealth Management's INFL Position: Q1 2022 in Review

Tradition Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2022, closing a stake of 2,000 shares — an estimated $62K sold.

Tradition Wealth Management first reported a position in INFL in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 147 funds tracked by Wall St. Rank hold INFL as of Q1 2022.

  • Tradition Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 2,000 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2022, an estimated $62K.
  • Tradition Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 1 quarter.
  • Tradition Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $62K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.