Lake Street Advisors Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Lake Street Advisors 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
2024 Q4	$596K	Buy	15,653 +86	+0.6%	+$3.44K	0.03%	302
2024 Q3	$585K	Buy	15,567 +7,836	+101%	+$282K	0.03%	299
2024 Q2	$253K	Buy	7,731 +607	+9%	+$19.9K	0.01%	483
2024 Q1	$233K	Buy	7,124 +321	+5%	+$9.9K	0.01%	521
2023 Q4	$214K	Buy	+6,803	New	+$208K	0.01%	528
2023 Q2	–	Sell	-10,112	Closed	-$312K	–	351
2023 Q1	$312K	Buy	10,112 +26	+0.3%	+$812	0.02%	215
2022 Q4	$318K	Buy	10,086 +27	+0.3%	+$837	0.02%	211
2022 Q3	$280K	Buy	+10,059	New	+$300K	0.02%	213

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 $445B AUM 25.58% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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

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

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Lake Street Advisors Group's INFL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.55% in Q4 2024, buying an estimated $3.44K and bringing the position to 15,653 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #302.

Lake Street Advisors Group first reported a position in INFL in Q3 2022 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2024.

Lake Street Advisors Group held 15,653 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $596K as of Q4 2024.
Lake Street Advisors Group bought 86 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2024, an estimated $3.44K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #302 holding.
Lake Street Advisors Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2022 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.