BRWA
INFL icon

B. Riley Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

B. Riley Wealth 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 		– Sell
-6,746
Closed -$300K – 1012
2025
Q4 		$300K Sell
6,746
-300
-4% -$13.2K 0.01% 710
2025
Q3 		$315K Sell
7,046
-300
-4% -$12.8K 0.01% 708
2025
Q2 		$310K Sell
7,346
-1,502
-17% -$61.9K 0.01% 698
2025
Q1 		$360K Sell
8,848
-98
-1% -$3.92K 0.01% 889
2024
Q4 		$341K Hold
8,946
– – 0.01% 826
2024
Q3 		$342K Sell
8,946
-10
-0.1% -$359 0.01% 895
2024
Q2 		$293K Sell
8,956
-10,890
-55% -$357K 0.01% 1039
2024
Q1 		$604K Buy
19,846
+10,984
+124% +$339K 0.02% 707
2023
Q4 		$279K Sell
8,862
-10,984
-55% -$335K 0.01% 1090
2023
Q3 		$604K Sell
19,846
-11,815
-37% -$370K 0.02% 707
2023
Q2 		$968K Buy
31,661
+1,241
+4% +$38K 0.02% 581
2023
Q1 		$938K Sell
30,420
-8,402
-22% -$262K 0.03% 556
2022
Q4 		$1.22M Buy
38,822
+453
+1% +$14K 0.03% 468
2022
Q3 		$1.07M Buy
38,369
+30,279
+374% +$902K 0.03% 486
2022
Q2 		$232K Buy
8,090
+413
+5% +$13.1K 0.01% 977
2022
Q1 		$257K Sell
7,677
-2,752
-26% -$86.7K 0.01% 1086
2021
Q4 		$326K Buy
+10,429
New +$321K 0.01% 1024

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $65.2B AUM 31.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B. Riley Wealth Advisors's INFL Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2026, closing a stake of 6,746 shares — an estimated $300K sold.

B. Riley Wealth Advisors first reported a position in INFL in Q4 2021 and held it in 17 quarters. The position peaked at $1.22M in Q4 2022. 167 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,746 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $300K.
  • B. Riley Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.22M in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.