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

Visionary Wealth 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 Q2	–	Sell	-7,377	Closed	-$228K	–	476
2023 Q1	$228K	Buy	7,377 +10	+0.1%	+$312	0.02%	404
2022 Q4	$232K	Sell	7,367 -1,244	-14%	-$38.6K	0.02%	373
2022 Q3	$240K	Sell	8,611 -4,515	-34%	-$135K	0.02%	337
2022 Q2	$375K	Buy	13,126 +4,815	+58%	+$152K	0.03%	283
2022 Q1	$277K	Buy	+8,311	New	+$262K	0.02%	347

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

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

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

TWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Visionary Wealth Advisors's INFL Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2023, closing a stake of 7,377 shares — an estimated $228K sold.

Visionary Wealth Advisors first reported a position in INFL in Q1 2022 and held it in 5 quarters. The position peaked at $375K in Q2 2022. 148 funds tracked by Wall St. Rank hold INFL as of Q2 2023.

Visionary Wealth Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 7,377 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2023, an estimated $228K.
Visionary Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 5 quarters.
Visionary Wealth Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $375K in Q2 2022.
148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.