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Brookwood Investment Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Brookwood Investment Group’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 		$213K Sell
4,085
-511
-11% -$25.8K 0.03% 476
2025
Q4 		$204K Buy
+4,596
New +$203K 0.02% 479

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

Brookwood Investment Group's INFL Position: Q1 2026 in Review

Brookwood Investment Group reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 11% in Q1 2026, selling an estimated $25.8K and leaving 4,085 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #476.

Brookwood Investment Group first reported a position in INFL in Q4 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Brookwood Investment Group held 4,085 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $213K as of Q1 2026.
  • Brookwood Investment Group sold 511 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $25.8K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.03% of Brookwood Investment Group's portfolio in Q1 2026, its #476 holding.
  • Brookwood Investment Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.