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Wealthcare Advisory Partners’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Wealthcare Advisory Partners’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
2021
Q4 		– Sell
-16,985
Closed -$496K – 596
2021
Q3 		$496K Buy
16,985
+1,385
+9% +$41.4K 0.03% 315
2021
Q2 		$469K Buy
+15,600
New +$460K 0.03% 331

Other funds holding INFL

ET
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
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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

Wealthcare Advisory Partners's INFL Position: Q4 2021 in Review

Wealthcare Advisory Partners sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2021, closing a stake of 16,985 shares — an estimated $496K sold.

Wealthcare Advisory Partners first reported a position in INFL in Q2 2021 and held it in 2 quarters. The position peaked at $496K in Q3 2021. 127 funds tracked by Wall St. Rank hold INFL as of Q4 2021.

  • Wealthcare Advisory Partners reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 16,985 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2021, an estimated $496K.
  • Wealthcare Advisory Partners first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $496K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2021, filed 11 Feb 2022.