XF
INFL icon

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return