Crescent Grove Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Crescent Grove Advisors’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	-5,100	Closed	-$207K	–	290
2025 Q1	$207K	Sell	5,100 -1,150	-18%	-$46K	0.02%	250
2024 Q4	$238K	Hold	6,250	–	–	0.02%	250
2024 Q3	$235K	Hold	6,250	–	–	0.02%	252
2024 Q2	$204K	Sell	6,250 -905	-13%	-$29.6K	0.02%	267
2024 Q1	$234K	Sell	7,155 -500	-7%	-$15.4K	0.02%	278
2023 Q4	$241K	Sell	7,655 -1,310	-15%	-$40K	0.03%	257
2023 Q3	$273K	Hold	8,965	–	–	0.03%	233
2023 Q2	$274K	Hold	8,965	–	–	0.03%	239
2023 Q1	$276K	Hold	8,965	–	–	0.03%	243
2022 Q4	$282K	Hold	8,965	–	–	0.03%	232
2022 Q3	$249K	Hold	8,965	–	–	0.03%	228
2022 Q2	$256K	Hold	8,965	–	–	0.03%	223
2022 Q1	$299K	Hold	8,965	–	–	0.03%	227
2021 Q4	$280K	Hold	8,965	–	–	0.03%	245
2021 Q3	$262K	Hold	8,965	–	–	0.03%	220
2021 Q2	$269K	Buy	+8,965	New	+$264K	0.03%	214

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

Crescent Grove Advisors's INFL Position: Q2 2025 in Review

Crescent Grove Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2025, closing a stake of 5,100 shares — an estimated $207K sold.

Crescent Grove Advisors first reported a position in INFL in Q2 2021 and held it in 16 quarters. The position peaked at $299K in Q1 2022. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2025.

Crescent Grove Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2025 after selling out during the quarter.
Crescent Grove Advisors sold 5,100 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2025, an estimated $207K.
Crescent Grove Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and held it in 16 quarters.
Crescent Grove Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $299K in Q1 2022.
150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.