Ferguson Shapiro’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Ferguson Shapiro’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 Q3	–	Sell	-15,181	Closed	-$640K	–	78
2025 Q2	$640K	Sell	15,181 -3,546	-19%	-$146K	0.22%	32
2025 Q1	$761K	Sell	18,727 -591	-3%	-$23.7K	0.28%	30
2024 Q4	$736K	Buy	+19,318	New	+$772K	0.27%	31

Other funds holding INFL

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ferguson Shapiro's INFL Position: Q3 2025 in Review

Ferguson Shapiro sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2025, closing a stake of 15,181 shares — an estimated $640K sold.

Ferguson Shapiro first reported a position in INFL in Q4 2024 and held it in 3 quarters. The position peaked at $761K in Q1 2025. 142 funds tracked by Wall St. Rank hold INFL as of Q3 2025.

Ferguson Shapiro reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2025 after selling out during the quarter.
Ferguson Shapiro sold 15,181 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2025, an estimated $640K.
Ferguson Shapiro first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and held it in 3 quarters.
Ferguson Shapiro's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $761K in Q1 2025.
142 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2025.

Based on Ferguson Shapiro's 13F filing for Q3 2025, filed 10 Nov 2025.