Magnus Financial Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Magnus Financial 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
2025 Q4	–	Sell	-4,654	Closed	-$208K	–	434
2025 Q3	$208K	Sell	4,654 -119	-2%	-$5.07K	0.02%	384
2025 Q2	$201K	Buy	+4,773	New	+$197K	0.02%	365
2023 Q2	–	Sell	-8,434	Closed	-$260K	–	280
2023 Q1	$260K	Buy	+8,434	New	+$263K	0.04%	232

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 $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

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

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

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

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

Magnus Financial Group's INFL Position: Q4 2025 in Review

Magnus Financial Group sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2025, closing a stake of 4,654 shares — an estimated $208K sold.

Magnus Financial Group first reported a position in INFL in Q1 2023 and held it in 3 quarters. The position peaked at $260K in Q1 2023. 147 funds tracked by Wall St. Rank hold INFL as of Q4 2025.

Magnus Financial Group reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2025 after selling out during the quarter.
Magnus Financial Group sold 4,654 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2025, an estimated $208K.
Magnus Financial Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2023 and held it in 3 quarters.
Magnus Financial Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $260K in Q1 2023.
147 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2025.

Based on Magnus Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.