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Briaud Financial Planning’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Briaud Financial Planning’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
-712
Closed -$30K – 184
2025
Q2 		$30K Hold
712
– – 0.01% 131
2025
Q1 		$28K Hold
712
– – 0.01% 107
2024
Q4 		$27K Buy
+712
New +$28.5K 0.01% 105

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

Briaud Financial Planning's INFL Position: Q3 2025 in Review

Briaud Financial Planning sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2025, closing a stake of 712 shares — an estimated $30K sold.

Briaud Financial Planning first reported a position in INFL in Q4 2024 and held it in 3 quarters. The position peaked at $30K in Q2 2025. 142 funds tracked by Wall St. Rank hold INFL as of Q3 2025.

  • Briaud Financial Planning reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 712 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2025, an estimated $30K.
  • Briaud Financial Planning first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $30K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.