Corient Private Wealth
INFL icon

Corient Private Wealth’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Corient Private Wealth’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 		$4.95K Sell
55,779
-129,738
-70% -$6.55M ﹤0.01% 2808
2025
Q4 		$8.25M Buy
185,517
+108,576
+141% +$4.79M 0.01% 845
2025
Q3 		$3.44M Sell
76,941
-7,696
-9% -$328K 0.01% 848
2025
Q2 		$3.57M Buy
+84,637
New +$3.49M ﹤0.01% 809
2025
Q1 		– Sell
-84,221
Closed -$3.21K – 2360
2024
Q4 		$3.21K Buy
84,221
+4,998
+6% +$200K ﹤0.01% 2331
2024
Q3 		$2.98M Hold
79,223
– – ﹤0.01% 931
2024
Q2 		$2.59M Sell
79,223
-3,700
-4% -$121K ﹤0.01% 920
2024
Q1 		$2.7M Sell
82,923
-32,671
-28% -$1.01M ﹤0.01% 898
2023
Q4 		$3.64M Buy
115,594
+7,777
+7% +$237K 0.01% 790
2023
Q3 		$3.28M Sell
107,817
-890
-0.8% -$27.9K 0.01% 754
2023
Q2 		$3.32M Sell
108,707
-13,794
-11% -$422K 0.01% 748
2023
Q1 		$3.78M Buy
122,501
+2,158
+2% +$67.4K 0.01% 667
2022
Q4 		$3.79M Buy
+120,343
New +$3.73M 0.01% 561

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