United Capital Financial Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

United Capital Financial 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 Q3	–	Sell	-22,516	Closed	-$688K	–	867
2023 Q2	$688K	Sell	22,516 -8,014	-26%	-$245K	﹤0.01%	630
2023 Q1	$942K	Sell	30,530 -23,235	-43%	-$725K	0.01%	594
2022 Q4	$1.69M	Buy	53,765 +602	+1%	+$18.7K	0.01%	510
2022 Q3	$1.48M	Sell	53,163 -4,129	-7%	-$123K	0.01%	527
2022 Q2	$1.64M	Buy	57,292 +391	+0.7%	+$12.4K	0.01%	535
2022 Q1	$1.9M	Sell	56,901 -74	-0.1%	-$2.33K	0.01%	528
2021 Q4	$1.78M	Buy	56,975 +5,596	+11%	+$172K	0.01%	559
2021 Q3	$1.5M	Buy	51,379 +852	+2%	+$25.5K	0.01%	581
2021 Q2	$1.52M	Buy	50,527 +6,102	+14%	+$180K	0.01%	594
2021 Q1	$1.2M	Buy	+44,425	New	+$1.16M	0.01%	616

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's INFL Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2023, closing a stake of 22,516 shares — an estimated $688K sold.

United Capital Financial Advisors first reported a position in INFL in Q1 2021 and held it in 10 quarters. The position peaked at $1.9M in Q1 2022. 143 funds tracked by Wall St. Rank hold INFL as of Q3 2023.

United Capital Financial Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2023 after selling out during the quarter.
United Capital Financial Advisors sold 22,516 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2023, an estimated $688K.
United Capital Financial Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and held it in 10 quarters.
United Capital Financial Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.9M in Q1 2022.
143 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.