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Coppell Advisory Solutions’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-5,418
Closed -$3M – 392
2025
Q1 		$3M Buy
+5,418
New +$217K 0.42% 45
2023
Q4 		$44.8K Buy
+1,415
New +$43.2K 0.01% 518

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coppell Advisory Solutions's INFL Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2025, closing a stake of 5,418 shares — an estimated $3M sold.

Coppell Advisory Solutions first reported a position in INFL in Q4 2023 and held it in 2 quarters. The position peaked at $3M in Q1 2025. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5,418 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2025, an estimated $3M.
  • Coppell Advisory Solutions first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $3M in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.