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

Mather 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
Q2 		– Sell
-156
Closed -$6.34K – 1143
2025
Q1 		$6.34K Hold
156
– – ﹤0.01% 1357
2024
Q4 		$5.94K Sell
156
-17
-10% -$680 ﹤0.01% 1352
2024
Q3 		$6.5K Buy
173
+16
+10% +$575 ﹤0.01% 1248
2024
Q2 		$5.11K Buy
+157
New +$5.14K ﹤0.01% 1614

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mather Group's INFL Position: Q2 2025 in Review

Mather Group sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2025, closing a stake of 156 shares — an estimated $6.34K sold.

Mather Group first reported a position in INFL in Q2 2024 and held it in 4 quarters. The position peaked at $6.5K in Q3 2024. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2025.

  • Mather Group reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 156 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2025, an estimated $6.34K.
  • Mather Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2024 and held it in 4 quarters.
  • Mather Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $6.5K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.