GRP
INFL icon

Global Retirement Partners’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Global Retirement Partners’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 		$1.22K Sell
27
-35
-56% -$1.54K ﹤0.01% 3848
2025
Q3 		$2.78K Hold
62
– – ﹤0.01% 3195
2025
Q2 		$2.62K Buy
+62
New +$2.56K ﹤0.01% 3142
2024
Q2 		– Sell
-302
Closed -$9.83K – 3591
2024
Q1 		$9.83K Sell
302
-814
-73% -$25.1K ﹤0.01% 2133
2023
Q4 		$34.1K Sell
1,116
-192
-15% -$5.86K ﹤0.01% 1529
2023
Q3 		$38.5K Sell
1,308
-8,599
-87% -$270K ﹤0.01% 1386
2023
Q2 		$303K Buy
9,907
+37
+0.4% +$1.13K 0.01% 567
2023
Q1 		$300K Buy
9,870
+906
+10% +$28.3K 0.02% 552
2022
Q4 		$282K Buy
8,964
+4,606
+106% +$143K 0.02% 506
2022
Q3 		$133K Buy
4,358
+3,149
+260% +$93.8K 0.01% 690
2022
Q2 		$35K Buy
1,209
+19
+2% +$601 ﹤0.01% 1136
2022
Q1 		$37K Buy
+1,190
New +$37.5K ﹤0.01% 1119

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Wells Fargo
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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 $544B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return