Congress Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Congress Wealth Management’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 Q2	$867K	Buy	20,558 +126	+0.6%	+$5.2K	0.01%	746
2025 Q1	$831K	Buy	+20,432	New	+$818K	0.01%	673
2024 Q3	–	Sell	-27,016	Closed	-$883K	–	857
2024 Q2	$883K	Buy	+27,016	New	+$885K	0.01%	448
2024 Q1	–	Sell	-6,393	Closed	-$201K	–	610
2023 Q4	$201K	Buy	+6,393	New	+$195K	﹤0.01%	596
2023 Q1	–	Sell	-6,577	Closed	-$207K	–	565
2022 Q4	$207K	Buy	+6,577	New	+$204K	0.01%	535

Other funds holding INFL

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Congress Wealth Management's INFL Position: Q2 2025 in Review

Congress Wealth Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.62% in Q2 2025, buying an estimated $5.2K and bringing the position to 20,558 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #746.

Congress Wealth Management first reported a position in INFL in Q4 2022 and has held it in 5 quarters since. The position peaked at $883K in Q2 2024. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2025.

Congress Wealth Management held 20,558 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $867K as of Q2 2025.
Congress Wealth Management bought 126 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2025, an estimated $5.2K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #746 holding.
Congress Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and has held it in 5 quarters since.
Congress Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $883K in Q2 2024.
150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.