OFG
INFL icon

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

Oxford 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
2026
Q1 		$206M Sell
3,947,452
-27,525
-0.7% -$1.39M 11.07% 2
2025
Q4 		$177M Sell
3,974,977
-15,169
-0.4% -$669K 9.71% 3
2025
Q3 		$178M Sell
3,990,146
-12,446
-0.3% -$530K 10.09% 2
2025
Q2 		$169M Buy
4,002,592
+7,015
+0.2% +$289K 10.03% 3
2025
Q1 		$162M Buy
3,995,577
+66,474
+2% +$2.66M 11.39% 2
2024
Q4 		$150M Buy
3,929,103
+1,622,676
+70% +$64.9M 9.69% 3
2024
Q3 		$86.7M Buy
2,306,427
+208,936
+10% +$7.51M 5.5% 6
2024
Q2 		$68.5M Buy
+2,097,491
New +$68.7M 4.52% 6

Other funds holding INFL

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return