Vantage Financial Partners (Wisconsin)’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	–	Sell	-15,236	Closed	-$4K	–	65
2022 Q3	$4K	Buy	15,236 +96	+0.6%	+$2.86K	﹤0.01%	61
2022 Q2	$432K	Buy	15,140 +38	+0.3%	+$1.2K	0.25%	28
2022 Q1	$503K	Hold	15,102	–	–	0.26%	30
2021 Q4	$471K	Buy	+15,102	New	+$466K	0.18%	32

Other funds holding INFL

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s INFL Position: Q4 2022 in Review

Vantage Financial Partners (Wisconsin) sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2022, closing a stake of 15,236 shares — an estimated $4K sold.

Vantage Financial Partners (Wisconsin) first reported a position in INFL in Q4 2021 and held it in 4 quarters. The position peaked at $503K in Q1 2022. 170 funds tracked by Wall St. Rank hold INFL as of Q4 2022.

Vantage Financial Partners (Wisconsin) reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2022 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 15,236 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2022, an estimated $4K.
Vantage Financial Partners (Wisconsin) first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 4 quarters.
Vantage Financial Partners (Wisconsin)'s Horizon Kinetics Inflation Beneficiaries ETF position peaked at $503K in Q1 2022.
170 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2022.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2022, filed 8 Feb 2023.