Fourpath Capital Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Fourpath Capital Management’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 Q1	–	Sell	-301,474	Closed	-$11.5M	–	235
2024 Q4	$11.5M	Buy	301,474 +93,959	+45%	+$3.76M	2.13%	10
2024 Q3	$7.8M	Buy	+207,515	New	+$7.46M	1.44%	17
2022 Q2	–	Sell	-101,482	Closed	-$3.38M	–	144
2022 Q1	$3.38M	Buy	+101,482	New	+$3.2M	1.34%	19

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

OCPWS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Fourpath Capital Management's INFL Position: Q1 2025 in Review

Fourpath Capital Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2025, closing a stake of 301,474 shares — an estimated $11.5M sold.

Fourpath Capital Management first reported a position in INFL in Q1 2022 and held it in 3 quarters. The position peaked at $11.5M in Q4 2024. 140 funds tracked by Wall St. Rank hold INFL as of Q1 2025.

Fourpath Capital Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2025 after selling out during the quarter.
Fourpath Capital Management sold 301,474 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2025, an estimated $11.5M.
Fourpath Capital Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 3 quarters.
Fourpath Capital Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $11.5M in Q4 2024.
140 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2025.

Based on Fourpath Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.