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INFL icon

Covestor’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Covestor’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
2024
Q4 		– Sell
-11
Closed – – 2470
2024
Q3 		$0 Hold
11
– – ﹤0.01% 2450
2024
Q2 		$0 Hold
11
– – ﹤0.01% 2469
2024
Q1 		$0 Hold
11
– – ﹤0.01% 2465
2023
Q4 		$0 Hold
11
– – ﹤0.01% 2387
2023
Q3 		$0 Hold
11
– – ﹤0.01% 2374
2023
Q2 		$0 Sell
11
-13
-54% -$398 ﹤0.01% 2368
2023
Q1 		$1K Hold
24
– – ﹤0.01% 1860
2022
Q4 		$1K Buy
+24
New +$744 ﹤0.01% 1886

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Covestor's INFL Position: Q4 2024 in Review

Covestor sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2024, closing a stake of 11 shares.

Covestor first reported a position in INFL in Q4 2022 and held it in 8 quarters. The position peaked at $1K in Q1 2023. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2024.

  • Covestor reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 11 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2024.
  • Covestor first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 8 quarters.
  • Covestor's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.