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

TrinityPoint Wealth’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 		$1.29M Buy
33,890
+714
+2% +$28.5K 0.18% 128
2024
Q3 		$1.25M Buy
33,176
+1,437
+5% +$51.6K 0.18% 137
2024
Q2 		$1.04M Sell
31,739
-9,651
-23% -$316K 0.16% 142
2024
Q1 		$1.35M Sell
41,390
-49,728
-55% -$1.53M 0.22% 104
2023
Q4 		$2.87M Sell
91,118
-11,154
-11% -$340K 0.52% 51
2023
Q3 		$3.11M Sell
102,272
-43,884
-30% -$1.38M 0.62% 39
2023
Q2 		$4.47M Sell
146,156
-3,798
-3% -$116K 0.87% 23
2023
Q1 		$4.62M Sell
149,954
-3,720
-2% -$116K 0.99% 21
2022
Q4 		$4.84M Sell
153,674
-311,004
-67% -$9.64M 1.1% 20
2022
Q3 		$12.9M Buy
464,678
+632
+0.1% +$18.8K 2.96% 4
2022
Q2 		$13.2M Buy
464,046
+62,809
+16% +$1.99M 2.93% 4
2022
Q1 		$13.4M Buy
401,237
+8,734
+2% +$275K 2.42% 6
2021
Q4 		$12.3M Buy
392,503
+38,077
+11% +$1.17M 2.17% 8
2021
Q3 		$10.3M Buy
354,426
+20,918
+6% +$625K 1.98% 7
2021
Q2 		$10M Buy
333,508
+99,463
+42% +$2.93M 2.05% 8
2021
Q1 		$6.34M Buy
+234,045
New +$6.09M 1.48% 12

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 $760M AUM 29.29% 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

TrinityPoint Wealth's INFL Position: Q4 2024 in Review

TrinityPoint Wealth increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 2.2% in Q4 2024, buying an estimated $28.5K and bringing the position to 33,890 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #128.

TrinityPoint Wealth first reported a position in INFL in Q1 2021 and has held it in 16 quarters since. The position peaked at $13.4M in Q1 2022. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2024.

  • TrinityPoint Wealth held 33,890 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.29M as of Q4 2024.
  • TrinityPoint Wealth bought 714 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2024, an estimated $28.5K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.18% of TrinityPoint Wealth's portfolio in Q4 2024, its #128 holding.
  • TrinityPoint Wealth first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and has held it in 16 quarters since.
  • TrinityPoint Wealth's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $13.4M in Q1 2022.
  • 132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.