MSWM
INFL icon

Mowery & Schoenfeld Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-372
Closed -$15.1K – 425
2025
Q1 		$15.1K Buy
+372
New +$14.9K 0.03% 227

Other funds holding INFL

JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's INFL Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2025, closing a stake of 372 shares — an estimated $15.1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in INFL in Q1 2025 and held it in 1 quarter. The position peaked at $15.1K in Q1 2025. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 372 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2025, an estimated $15.1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $15.1K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.