Cetera Investment Advisers
INFL icon

Cetera Investment Advisers’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Cetera Investment Advisers’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 		$799K Buy
15,341
+2,390
+18% +$121K ﹤0.01% 3104
2025
Q4 		$576K Hold
12,951
– – ﹤0.01% 3309
2025
Q3 		$579K Buy
12,951
+3,046
+31% +$130K ﹤0.01% 3256
2025
Q2 		$418K Buy
9,905
+1,093
+12% +$45.1K ﹤0.01% 3108
2025
Q1 		$358K Buy
8,812
+31
+0.4% +$1.24K ﹤0.01% 3116
2024
Q4 		$334K Sell
8,781
-850
-9% -$34K ﹤0.01% 3020
2024
Q3 		$362K Sell
9,631
-23,777
-71% -$855K ﹤0.01% 2915
2024
Q2 		$1.09M Buy
33,408
+13,764
+70% +$451K ﹤0.01% 2011
2024
Q1 		$640K Buy
19,644
+10,294
+110% +$318K ﹤0.01% 2421
2023
Q4 		$294K Sell
9,350
-1,196
-11% -$36.5K ﹤0.01% 1795
2023
Q3 		$321K Buy
10,546
+194
+2% +$6.08K ﹤0.01% 1674
2023
Q2 		$316K Buy
10,352
+402
+4% +$12.3K ﹤0.01% 1717
2023
Q1 		$307K Sell
9,950
-334
-3% -$10.4K ﹤0.01% 1691
2022
Q4 		$324K Buy
+10,284
New +$319K ﹤0.01% 1619

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 $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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