Fidelity Investments’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Fidelity Investments’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	-4	Closed	-$169	–	5482
2025 Q2	$169	Buy	4 +3	+300%	+$124	﹤0.01%	5109
2025 Q1	$41	Buy	+1	New	+$40	﹤0.01%	5181
2023 Q4	–	Sell	-1	Closed	-$30	–	5544
2023 Q3	$30	Sell	1 -9	-90%	-$282	﹤0.01%	5015
2023 Q2	$306	Buy	10 +9	+900%	+$275	﹤0.01%	4868
2023 Q1	$31	Buy	+1	New	+$31	﹤0.01%	5046
2022 Q4	–	Sell	-2	Closed	–	–	5475
2022 Q3	$0	Buy	+2	New	+$60	﹤0.01%	5155
2022 Q2	–	Sell	-1	Closed	–	–	5213
2022 Q1	$0	Buy	+1	New	+$32	﹤0.01%	5226

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fidelity Investments's INFL Position: Q3 2025 in Review

Fidelity Investments sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2025, closing a stake of 4 shares — an estimated $169 sold.

Fidelity Investments first reported a position in INFL in Q1 2022 and held it in 7 quarters. The position peaked at $306 in Q2 2023. 142 funds tracked by Wall St. Rank hold INFL as of Q3 2025.

Fidelity Investments reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2025 after selling out during the quarter.
Fidelity Investments sold 4 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2025, an estimated $169.
Fidelity Investments first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 7 quarters.
Fidelity Investments's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $306 in Q2 2023.
142 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.