Lowe Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Lowe Wealth 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
2025 Q3	$11.2M	Buy	250,770 +5,652	+2%	+$241K	4.09%	7
2025 Q2	$10.3M	Buy	245,118 +9,788	+4%	+$404K	4.04%	7
2025 Q1	$9.57M	Buy	235,330 +4,340	+2%	+$174K	4.06%	8
2024 Q4	$8.8M	Buy	230,990 +426	+0.2%	+$17K	3.75%	7
2024 Q3	$8.67M	Buy	230,564 +7,740	+3%	+$278K	3.73%	7
2024 Q2	$7.28M	Buy	222,824 +8,799	+4%	+$288K	3.32%	9
2024 Q1	$6.97M	Buy	214,025 +6,180	+3%	+$191K	3.25%	9
2023 Q4	$6.54M	Buy	207,845 +1,695	+0.8%	+$51.7K	3.24%	8
2023 Q3	$6.28M	Buy	206,150 +3,855	+2%	+$121K	3.34%	7
2023 Q2	$6.18M	Buy	202,295 +3,117	+2%	+$95.4K	3.14%	8
2023 Q1	$6.14M	Buy	199,178 +5,309	+3%	+$166K	3.31%	8
2022 Q4	$6.1M	Buy	193,869 +6,800	+4%	+$211K	3.37%	8
2022 Q3	$5.21M	Buy	187,069 +9,935	+6%	+$296K	3.06%	8
2022 Q2	$5.05M	Buy	177,134 +12,102	+7%	+$383K	2.76%	8
2022 Q1	$5.5M	Buy	165,032 +97,277	+144%	+$3.07M	2.49%	9
2021 Q4	$2.12M	Buy	67,755 +19,705	+41%	+$607K	0.93%	13
2021 Q3	$1.4M	Buy	+48,050	New	+$1.44M	0.67%	16

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lowe Wealth Advisors's INFL Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 2.3% in Q3 2025, buying an estimated $241K and bringing the position to 250,770 shares worth $11.2M. The position accounts for 4.09% of the portfolio, ranked #7.

Lowe Wealth Advisors first reported a position in INFL in Q3 2021 and has held it in 17 quarters since. 142 funds tracked by Wall St. Rank hold INFL as of Q3 2025.

Lowe Wealth Advisors held 250,770 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $11.2M as of Q3 2025.
Lowe Wealth Advisors bought 5,652 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2025, an estimated $241K.
Horizon Kinetics Inflation Beneficiaries ETF made up 4.09% of Lowe Wealth Advisors's portfolio in Q3 2025, its #7 holding.
Lowe Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and has held it in 17 quarters since.
142 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.