XML Financial’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

XML Financial’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 Q1	–	Sell	-166,239	Closed	-$5.23M	–	339
2022 Q4	$5.23M	Buy	166,239 +483	+0.3%	+$15K	0.66%	50
2022 Q3	$4.61M	Sell	165,756 -1,074	-0.6%	-$32K	0.64%	51
2022 Q2	$4.76M	Sell	166,830 -4,085	-2%	-$129K	1.08%	26
2022 Q1	$5.69M	Sell	170,915 -1,651	-1%	-$52K	0.68%	47
2021 Q4	$5.39M	Buy	172,566 +2,913	+2%	+$89.8K	0.65%	47
2021 Q3	$4.95M	Buy	169,653 +21,609	+15%	+$646K	0.66%	46
2021 Q2	$4.45M	Buy	+148,044	New	+$4.36M	0.98%	28

Other funds holding INFL

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TWM

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

XML Financial's INFL Position: Q1 2023 in Review

XML Financial sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2023, closing a stake of 166,239 shares — an estimated $5.23M sold.

XML Financial first reported a position in INFL in Q2 2021 and held it in 7 quarters. The position peaked at $5.69M in Q1 2022. 164 funds tracked by Wall St. Rank hold INFL as of Q1 2023.

XML Financial reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2023 after selling out during the quarter.
XML Financial sold 166,239 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2023, an estimated $5.23M.
XML Financial first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and held it in 7 quarters.
XML Financial's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $5.69M in Q1 2022.
164 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2023.

Based on XML Financial's 13F filing for Q1 2023, filed 15 May 2023.