JDM Financial Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

JDM Financial Group’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	–	Sell	-273	Closed	-$12.2K	–	270
2025 Q3	$12.2K	Hold	273	–	–	0.01%	174
2025 Q2	$11.5K	Hold	273	–	–	0.01%	170
2025 Q1	$11.1K	Hold	273	–	–	0.01%	166
2024 Q4	$10.4K	Hold	273	–	–	0.01%	181
2024 Q3	$10.3K	Hold	273	–	–	0.01%	174
2024 Q2	$8.92K	Hold	273	–	–	0.01%	153
2024 Q1	$8.89K	Hold	273	–	–	0.01%	148
2023 Q4	$8.59K	Hold	273	–	–	0.01%	144
2023 Q3	$8.31K	Hold	273	–	–	0.01%	140
2023 Q2	$8.35K	Buy	273 +22	+9%	+$673	0.01%	143
2023 Q1	$7.74K	Buy	251 +172	+218%	+$5.37K	0.01%	157
2022 Q4	$2.49K	Buy	+79	New	+$2.45K	﹤0.01%	203

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JDM Financial Group's INFL Position: Q4 2025 in Review

JDM Financial Group sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2025, closing a stake of 273 shares — an estimated $12.2K sold.

JDM Financial Group first reported a position in INFL in Q4 2022 and held it in 12 quarters. The position peaked at $12.2K in Q3 2025. 147 funds tracked by Wall St. Rank hold INFL as of Q4 2025.

JDM Financial Group reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 273 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2025, an estimated $12.2K.
JDM Financial Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 12 quarters.
JDM Financial Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $12.2K in Q3 2025.
147 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.