AIM
INFL icon

Aspen Investment Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Aspen Investment Management’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
-5,914
Closed -$249K – 154
2025
Q2 		$249K Hold
5,914
– – 0.1% 144
2025
Q1 		$240K Buy
+5,914
New +$237K 0.11% 138

Other funds holding INFL

JP Morgan Chase
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
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
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Aspen Investment Management's INFL Position: Q3 2025 in Review

Aspen Investment Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2025, closing a stake of 5,914 shares — an estimated $249K sold.

Aspen Investment Management first reported a position in INFL in Q1 2025 and held it in 2 quarters. The position peaked at $249K in Q2 2025. 142 funds tracked by Wall St. Rank hold INFL as of Q3 2025.

  • Aspen Investment Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2025 after selling out during the quarter.
  • Aspen Investment Management sold 5,914 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2025, an estimated $249K.
  • Aspen Investment Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and held it in 2 quarters.
  • Aspen Investment Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $249K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2025.

Based on Aspen Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.