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

WealthPLAN 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
2023
Q3 		– Sell
-4,582
Closed -$140K – 700
2023
Q2 		$140K Sell
4,582
-2,499
-35% -$76.5K 0.02% 341
2023
Q1 		$218K Sell
7,081
-2,999
-30% -$93.6K 0.02% 290
2022
Q4 		$325K Buy
+10,080
New +$313K 0.02% 303
2022
Q1 		$10.9M Buy
344,118
+9,056
+3% +$285K 0.76% 49
2021
Q4 		$10.2M Buy
335,062
+26,602
+9% +$820K 0.67% 53
2021
Q3 		$9.43M Buy
+308,460
New +$9.22M 0.63% 55

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
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 $399M AUM 16.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return