Bank of Montreal
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Bank of Montreal’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Bank of Montreal’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
Q2 		$218K Buy
4,377
+1,677
+62% +$87.3K ﹤0.01% 2954
2026
Q1 		$141K Buy
2,700
+900
+50% +$45.5K ﹤0.01% 3044
2025
Q4 		$80K Hold
1,800
– – ﹤0.01% 3097
2025
Q3 		$80.5K Sell
1,800
-300
-14% -$12.8K ﹤0.01% 3024
2025
Q2 		$88.6K Buy
2,100
+300
+17% +$12.4K ﹤0.01% 3016
2025
Q1 		$73.2K Hold
1,800
– – ﹤0.01% 2993
2024
Q4 		$68.5K Hold
1,800
– – ﹤0.01% 3042
2024
Q3 		$67.7K Sell
1,800
-13,557
-88% -$487K ﹤0.01% 3346
2024
Q2 		$508K Buy
15,357
+13,179
+605% +$432K ﹤0.01% 2390
2024
Q1 		$70.9K Hold
2,178
– – ﹤0.01% 3376
2023
Q4 		$69.2K Sell
2,178
-20,990
-91% -$641K ﹤0.01% 3479
2023
Q3 		$732K Buy
23,168
+14,204
+158% +$445K ﹤0.01% 2221
2023
Q2 		$277K Buy
+8,964
New +$274K ﹤0.01% 3004
2022
Q4 		– Sell
-2,943
Closed -$87 – 4134
2022
Q3 		$87 Hold
2,943
– – ﹤0.01% 3501
2022
Q2 		$87 Hold
2,943
– – ﹤0.01% 3486
2022
Q1 		$99K Hold
2,943
– – ﹤0.01% 3648
2021
Q4 		$92K Buy
+2,943
New +$90.7K ﹤0.01% 3144

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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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 $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Bank of Montreal's INFL Position: Q2 2026 in Review

Bank of Montreal increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 62% in Q2 2026, buying an estimated $87.3K and bringing the position to 4,377 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Bank of Montreal first reported a position in INFL in Q4 2021 and has held it in 17 quarters since. The position peaked at $732K in Q3 2023. 140 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Bank of Montreal held 4,377 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $218K as of Q2 2026.
  • Bank of Montreal bought 1,677 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $87.3K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2954 holding.
  • Bank of Montreal first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 17 quarters since.
  • Bank of Montreal's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $732K in Q3 2023.
  • 140 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.