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Ulland Investment Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Ulland Investment Advisors’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
Q4 		– Sell
-1,225
Closed -$37K – 219
2023
Q3 		$37K Hold
1,225
– – 0.04% 114
2023
Q2 		$37K Sell
1,225
-125
-9% -$3.83K 0.04% 112
2023
Q1 		$42K Hold
1,350
– – 0.05% 100
2022
Q4 		$42K Buy
+1,350
New +$41.9K 0.05% 99

Other funds holding INFL

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Ulland Investment Advisors's INFL Position: Q4 2023 in Review

Ulland Investment Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2023, closing a stake of 1,225 shares — an estimated $37K sold.

Ulland Investment Advisors first reported a position in INFL in Q4 2022 and held it in 4 quarters. The position peaked at $42K in Q1 2023. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2023.

  • Ulland Investment Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 1,225 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2023, an estimated $37K.
  • Ulland Investment Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 4 quarters.
  • Ulland Investment Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $42K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.