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

Longview 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
Q2 		$9.34M Buy
187,257
+10,049
+6% +$523K 5.46% 9
2026
Q1 		$9.23M Buy
177,208
+4,295
+2% +$217K 5.64% 9
2025
Q4 		$7.69M Buy
172,913
+5,203
+3% +$230K 5.22% 9
2025
Q3 		$7.5M Buy
167,710
+1,892
+1% +$80.6K 5.35% 9
2025
Q2 		$6.99M Sell
165,818
-2,931
-2% -$121K 5.94% 6
2025
Q1 		$6.86M Buy
168,749
+11,956
+8% +$479K 5.89% 6
2024
Q4 		$5.97M Buy
156,793
+7,649
+5% +$306K 4.7% 10
2024
Q3 		$5.61M Buy
149,144
+712
+0.5% +$25.6K 4.11% 9
2024
Q2 		$4.85M Buy
148,432
+1,212
+0.8% +$39.7K 3.69% 11
2024
Q1 		$4.79M Buy
147,220
+4,864
+3% +$150K 3.6% 11
2023
Q4 		$4.48M Buy
+142,356
New +$4.35M 3.6% 11

Other funds holding INFL

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM