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Aptus Capital Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Aptus Capital Advisors’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
2026
Q1 		$11.6M Buy
223,258
+10,562
+5% +$533K 0.09% 190
2025
Q4 		$9.46M Buy
212,696
+7,594
+4% +$335K 0.07% 221
2025
Q3 		$9.17M Buy
205,102
+5,781
+3% +$246K 0.07% 223
2025
Q2 		$8.41M Buy
199,321
+99,877
+100% +$4.12M 0.07% 214
2025
Q1 		$4.04M Buy
99,444
+4,373
+5% +$175K 0.04% 308
2024
Q4 		$3.62M Sell
95,071
-8,677
-8% -$347K 0.04% 313
2024
Q3 		$3.9M Sell
103,748
-3,520
-3% -$127K 0.06% 243
2024
Q2 		$3.51M Buy
107,268
+132
+0.1% +$4.32K 0.06% 229
2024
Q1 		$3.49M Sell
107,136
-30,521
-22% -$942K 0.06% 221
2023
Q4 		$4.33M Sell
137,657
-68,140
-33% -$2.08M 0.12% 152
2023
Q3 		$6.26M Sell
205,797
-1,203,298
-85% -$37.7M 0.17% 117
2023
Q2 		$43.1M Buy
1,409,095
+57,545
+4% +$1.76M 1.03% 22
2023
Q1 		$41.7M Buy
1,351,550
+328,221
+32% +$10.2M 1.12% 16
2022
Q4 		$32.2M Sell
1,023,329
-136,169
-12% -$4.22M 0.99% 17
2022
Q3 		$32.3M Buy
1,159,498
+105,939
+10% +$3.16M 0.78% 23
2022
Q2 		$30.1M Sell
1,053,559
-24,314
-2% -$769K 0.78% 27
2022
Q1 		$35.9M Sell
1,077,873
-100,709
-9% -$3.17M 0.89% 23
2021
Q4 		$36.8M Buy
1,178,582
+72,228
+7% +$2.23M 1.1% 20
2021
Q3 		$32.3M Buy
+1,106,354
New +$33.1M 0.83% 32

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $237M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aptus Capital Advisors's INFL Position: Q1 2026 in Review

Aptus Capital Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 5% in Q1 2026, buying an estimated $533K and bringing the position to 223,258 shares worth $11.6M. The position accounts for 0.09% of the portfolio, ranked #190.

Aptus Capital Advisors first reported a position in INFL in Q3 2021 and has held it in 19 quarters since. The position peaked at $43.1M in Q2 2023. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Aptus Capital Advisors held 223,258 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $11.6M as of Q1 2026.
  • Aptus Capital Advisors bought 10,562 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $533K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.09% of Aptus Capital Advisors's portfolio in Q1 2026, its #190 holding.
  • Aptus Capital Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and has held it in 19 quarters since.
  • Aptus Capital Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $43.1M in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.