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D.A. Davidson & Co’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

D.A. Davidson & Co’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
Q4 		– Sell
-5,238
Closed -$234K – 1567
2025
Q3 		$234K Hold
5,238
– – ﹤0.01% 1392
2025
Q2 		$221K Buy
+5,238
New +$216K ﹤0.01% 1325

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

D.A. Davidson & Co's INFL Position: Q4 2025 in Review

D.A. Davidson & Co sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2025, closing a stake of 5,238 shares — an estimated $234K sold.

D.A. Davidson & Co first reported a position in INFL in Q2 2025 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 148 funds tracked by Wall St. Rank hold INFL as of Q4 2025.

  • D.A. Davidson & Co reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 5,238 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2025, an estimated $234K.
  • D.A. Davidson & Co first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2025 and held it in 2 quarters.
  • D.A. Davidson & Co's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $234K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2025.

Based on D.A. Davidson & Co's 13F filing for Q4 2025, filed 29 Jan 2026.