JFA
INFL icon

JNBA Financial Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

JNBA Financial 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 		$790K Sell
15,165
-1,050
-6% -$53K 0.07% 112
2025
Q4 		$721K Sell
16,215
-56
-0.3% -$2.47K 0.06% 122
2025
Q3 		$727K Sell
16,271
-670
-4% -$28.5K 0.07% 117
2025
Q2 		$714K Sell
16,941
-1,640
-9% -$67.6K 0.07% 112
2025
Q1 		$755K Sell
18,581
-3,743
-17% -$150K 0.08% 103
2024
Q4 		$850K Sell
22,324
-917
-4% -$36.7K 0.09% 96
2024
Q3 		$874K Sell
23,241
-49,644
-68% -$1.78M 0.09% 99
2024
Q2 		$2.38M Sell
72,885
-78,791
-52% -$2.58M 0.25% 54
2024
Q1 		$4.94M Sell
151,676
-118,618
-44% -$3.66M 0.52% 39
2023
Q4 		$8.51M Buy
270,294
+2,738
+1% +$83.6K 0.97% 30
2023
Q3 		$8.14M Buy
267,556
+8,888
+3% +$279K 1.02% 30
2023
Q2 		$7.91M Buy
258,668
+5,911
+2% +$181K 0.95% 30
2023
Q1 		$7.8M Buy
252,757
+4,993
+2% +$156K 1.01% 29
2022
Q4 		$7.8M Buy
247,764
+63,960
+35% +$1.98M 1.08% 27
2022
Q3 		$5.12M Buy
183,804
+24,476
+15% +$729K 0.79% 37
2022
Q2 		$4.55M Buy
159,328
+29,291
+23% +$927K 0.69% 38
2022
Q1 		$4.33M Buy
130,037
+25,126
+24% +$792K 0.57% 41
2021
Q4 		$3.27M Buy
104,911
+58,868
+128% +$1.81M 0.4% 48
2021
Q3 		$1.34M Buy
46,043
+44,478
+2,842% +$1.33M 0.18% 78
2021
Q2 		$47K Buy
+1,565
New +$46.1K 0.01% 293

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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

JNBA Financial Advisors's INFL Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 6.5% in Q1 2026, selling an estimated $53K and leaving 15,165 shares worth $790K. The position accounts for 0.07% of the portfolio, ranked #112.

JNBA Financial Advisors first reported a position in INFL in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.51M in Q4 2023. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • JNBA Financial Advisors held 15,165 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $790K as of Q1 2026.
  • JNBA Financial Advisors sold 1,050 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $53K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.07% of JNBA Financial Advisors's portfolio in Q1 2026, its #112 holding.
  • JNBA Financial Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 20 quarters since.
  • JNBA Financial Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $8.51M in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.