Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Creative Planning’s
Horizon Kinetics Inflation Beneficiaries ETF
INFL
Stock Holding History
Creative Planning’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
$343K
Buy
6,593
+35
+0.5%
+$1.77K
﹤0.01%
3321
2025
Q4
$292K
Buy
6,558
+11
+0.2%
+$485
﹤0.01%
3260
2025
Q3
$293K
Hold
6,547
–
–
﹤0.01%
3165
2025
Q2
$276K
Sell
6,547
-57
-0.9%
-$2.35K
﹤0.01%
2966
2025
Q1
$268K
Sell
6,604
-31
-0.5%
-$1.24K
﹤0.01%
2853
2024
Q4
$253K
Buy
6,635
+704
+12%
+$28.1K
﹤0.01%
2808
2024
Q3
$223K
Buy
+5,931
New
+$213K
﹤0.01%
2748
2023
Q3
–
Sell
-8,585
Closed
-$262K
–
2964
2023
Q2
$262K
Sell
8,585
-702
-8%
-$21.5K
﹤0.01%
2011
2023
Q1
$286K
Sell
9,287
-485
-5%
-$15.1K
﹤0.01%
1857
2022
Q4
$308K
Buy
9,772
+510
+6%
+$15.8K
﹤0.01%
1714
2022
Q3
$258K
Buy
9,262
+50
+0.5%
+$1.49K
﹤0.01%
1743
2022
Q2
$263K
Sell
9,212
-270
-3%
-$8.54K
﹤0.01%
1701
2022
Q1
$316K
Buy
9,482
+844
+10%
+$26.6K
﹤0.01%
1609
2021
Q4
$270K
Buy
8,638
+38
+0.4%
+$1.17K
﹤0.01%
1693
2021
Q3
$251K
Buy
+8,600
New
+$257K
﹤0.01%
1709
Other funds holding INFL
OFG
Oxford Financial Group
Carmel, Indiana
$1.86B AUM
19.25%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
New York
$56.4B AUM
24.96%
1-Year Est. Return
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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close