Ameritas Advisory Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-741	Closed	-$31.2K	–	2510
2025 Q2	$31.2K	Buy	+741	New	+$30.6K	﹤0.01%	1535
2023 Q4	–	Sell	-60,178	Closed	-$1.84M	–	769
2023 Q3	$1.84M	Sell	60,178 -26,987	-31%	-$846K	0.09%	216
2023 Q2	$2.64M	Buy	87,165 +33,773	+63%	+$1.03M	0.34%	61
2023 Q1	$1.65M	Sell	53,392 -37,190	-41%	-$1.16M	0.08%	222
2022 Q4	$2.85M	Buy	90,582 +40,145	+80%	+$1.24M	0.13%	160
2022 Q3	$1.4M	Buy	50,437 +5,718	+13%	+$170K	0.08%	230
2022 Q2	$1.28M	Buy	44,719 +8,614	+24%	+$273K	0.07%	251
2022 Q1	$1.2M	Buy	36,105 +2,670	+8%	+$84.1K	0.04%	297
2021 Q4	$1.04M	Buy	+33,435	New	+$1.03M	0.04%	326

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameritas Advisory Services's INFL Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2025, closing a stake of 741 shares — an estimated $31.2K sold.

Ameritas Advisory Services first reported a position in INFL in Q4 2021 and held it in 9 quarters. The position peaked at $2.85M in Q4 2022. 142 funds tracked by Wall St. Rank hold INFL as of Q3 2025.

Ameritas Advisory Services reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 741 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2025, an estimated $31.2K.
Ameritas Advisory Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 9 quarters.
Ameritas Advisory Services's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.85M in Q4 2022.
142 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.