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

TriaGen 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
Q3 		– Sell
-49,043
Closed -$1.4M – 172
2022
Q2 		$1.4M Buy
49,043
+956
+2% +$30.3K 0.99% 29
2022
Q1 		$1.6M Buy
+48,087
New +$1.52M 0.83% 44

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TriaGen Wealth Management's INFL Position: Q3 2022 in Review

TriaGen Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2022, closing a stake of 49,043 shares — an estimated $1.4M sold.

TriaGen Wealth Management first reported a position in INFL in Q1 2022 and held it in 2 quarters. The position peaked at $1.6M in Q1 2022. 152 funds tracked by Wall St. Rank hold INFL as of Q3 2022.

  • TriaGen Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 49,043 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2022, an estimated $1.4M.
  • TriaGen Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 2 quarters.
  • TriaGen Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.6M in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.