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Lionsbridge Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Lionsbridge Wealth 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 		$2.23M Buy
42,872
+422
+1% +$21.3K 2.24% 15
2025
Q4 		$1.89M Sell
42,450
-174
-0.4% -$7.68K 1.91% 19
2025
Q3 		$1.91M Buy
42,624
+918
+2% +$39.1K 1.88% 18
2025
Q2 		$1.76M Sell
41,706
-764
-2% -$31.5K 1.75% 19
2025
Q1 		$1.73M Sell
42,470
-8,069
-16% -$323K 1.53% 24
2024
Q4 		$1.92M Buy
+50,539
New +$2.02M 1.62% 24
2023
Q2 		– Sell
-73,185
Closed -$2.26M – 47
2023
Q1 		$2.26M Sell
73,185
-2,794
-4% -$87.2K 2.08% 17
2022
Q4 		$2.39M Buy
75,979
+49,994
+192% +$1.55M 2.33% 11
2022
Q3 		$723K Buy
25,985
+669
+3% +$19.9K 1.04% 25
2022
Q2 		$722K Buy
+25,316
New +$801K 0.83% 33

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 $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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