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

Mezzasalma 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
Q1 		$947K Buy
18,183
+3,819
+27% +$193K 0.24% 59
2025
Q4 		$642K Buy
14,364
+28
+0.2% +$1.24K 0.15% 84
2025
Q3 		$641K Sell
14,336
-469
-3% -$20K 0.16% 81
2025
Q2 		$624K Buy
14,805
+64
+0.4% +$2.64K 0.19% 68
2025
Q1 		$599K Buy
14,741
+5,641
+62% +$226K 0.21% 69
2024
Q4 		$347K Buy
+9,100
New +$364K 0.11% 103

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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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