Washington Trust’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Washington Trust’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 Q2	–	Sell	-350	Closed	-$11.4K	–	888
2024 Q1	$11.4K	Hold	350	–	–	﹤0.01%	650
2023 Q4	$11K	Hold	350	–	–	﹤0.01%	625
2023 Q3	$10.7K	Hold	350	–	–	﹤0.01%	615
2023 Q2	$10.7K	Hold	350	–	–	﹤0.01%	637
2023 Q1	$10.8K	Hold	350	–	–	﹤0.01%	647
2022 Q4	$11K	Hold	350	–	–	﹤0.01%	639
2022 Q3	$10K	Hold	350	–	–	﹤0.01%	646
2022 Q2	$10K	Buy	+350	New	+$11.1K	﹤0.01%	647

Other funds holding INFL

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Washington Trust's INFL Position: Q2 2024 in Review

Washington Trust sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2024, closing a stake of 350 shares — an estimated $11.4K sold.

Washington Trust first reported a position in INFL in Q2 2022 and held it in 8 quarters. The position peaked at $11.4K in Q1 2024. 109 funds tracked by Wall St. Rank hold INFL as of Q2 2024.

Washington Trust reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2024 after selling out during the quarter.
Washington Trust sold 350 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2024, an estimated $11.4K.
Washington Trust first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and held it in 8 quarters.
Washington Trust's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $11.4K in Q1 2024.
109 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2024.

Based on Washington Trust's 13F filing for Q2 2024, filed 15 Jul 2024.