WealthPlan Investment Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

WealthPlan Investment Management’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	-2,281	Closed	-$69.7K	–	244
2023 Q2	$69.7K	Sell	2,281 -528	-19%	-$16.2K	0.02%	177
2023 Q1	$86.6K	Sell	2,809 -7,271	-72%	-$227K	0.01%	206
2022 Q4	$324K	Sell	10,080 -263	-3%	-$8.16K	0.02%	302
2022 Q3	$330K	Buy	+10,343	New	+$308K	0.02%	291
2022 Q1	$10.9M	Buy	+344,118	New	+$10.8M	0.76%	49

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 $2.17B AUM 26.22% 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

WealthPlan Investment Management's INFL Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2023, closing a stake of 2,281 shares — an estimated $69.7K sold.

WealthPlan Investment Management first reported a position in INFL in Q1 2022 and held it in 5 quarters. The position peaked at $10.9M in Q1 2022. 143 funds tracked by Wall St. Rank hold INFL as of Q3 2023.

WealthPlan Investment Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2023 after selling out during the quarter.
WealthPlan Investment Management sold 2,281 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2023, an estimated $69.7K.
WealthPlan Investment Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 5 quarters.
WealthPlan Investment Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $10.9M in Q1 2022.
143 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.