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Kestra Investment Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Kestra Investment 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
2026
Q1 		$7.62M Sell
146,401
-10,382
-7% -$524K 0.13% 62
2025
Q4 		$6.97M Buy
156,783
+3,511
+2% +$155K 0.17% 65
2025
Q3 		$6.85M Sell
153,272
-275,083
-64% -$11.7M 0.18% 59
2025
Q2 		$17.6M Buy
428,355
+149,653
+54% +$6.17M 0.27% 54
2025
Q1 		$11.3M Buy
+278,702
New +$11.2M 0.35% 49

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

Kestra Investment Management's INFL Position: Q1 2026 in Review

Kestra Investment Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 6.6% in Q1 2026, selling an estimated $524K and leaving 146,401 shares worth $7.62M. The position accounts for 0.13% of the portfolio, ranked #62.

Kestra Investment Management first reported a position in INFL in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.6M in Q2 2025. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Kestra Investment Management held 146,401 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $7.62M as of Q1 2026.
  • Kestra Investment Management sold 10,382 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $524K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.13% of Kestra Investment Management's portfolio in Q1 2026, its #62 holding.
  • Kestra Investment Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and has held it in 5 quarters since.
  • Kestra Investment Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $17.6M in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.