FFA
INFL icon

First Foundation Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

First Foundation 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
2026
Q1 		$12.8M Buy
246,486
+22,142
+10% +$1.12M 0.52% 36
2025
Q4 		$9.97M Buy
224,344
+159,107
+244% +$7.02M 0.38% 49
2025
Q3 		$2.92M Buy
65,237
+27,475
+73% +$1.17M 0.11% 121
2025
Q2 		$1.59M Buy
+37,762
New +$1.56M 0.06% 155
2023
Q2 		– Sell
-28,410
Closed -$876K – 429
2023
Q1 		$876K Buy
28,410
+3,658
+15% +$114K 0.04% 182
2022
Q4 		$779K Sell
24,752
-188,514
-88% -$5.85M 0.04% 202
2022
Q3 		$5.93M Buy
213,266
+164,787
+340% +$4.91M 0.29% 70
2022
Q2 		$1.38M Buy
+48,479
New +$1.53M 0.06% 154

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of New York Mellon
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return