Pinnacle Associates’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Pinnacle Associates’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
2024 Q4	–	Sell	-8,400	Closed	-$264K	–	861
2024 Q3	$264K	Buy	+8,400	New	+$302K	﹤0.01%	711
2024 Q1	–	Sell	-8,400	Closed	-$264K	–	843
2023 Q4	$264K	Hold	8,400	–	–	﹤0.01%	721
2023 Q3	$256K	Hold	8,400	–	–	﹤0.01%	700
2023 Q2	$257K	Hold	8,400	–	–	﹤0.01%	718
2023 Q1	$259K	Hold	8,400	–	–	0.01%	661
2022 Q4	$264K	Hold	8,400	–	–	0.01%	640
2022 Q3	$234K	Hold	8,400	–	–	0.01%	665
2022 Q2	$240K	Buy	+8,400	New	+$266K	0.01%	663

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

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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

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

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 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

Pinnacle Associates's INFL Position: Q4 2024 in Review

Pinnacle Associates sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2024, closing a stake of 8,400 shares — an estimated $264K sold.

Pinnacle Associates first reported a position in INFL in Q2 2022 and held it in 8 quarters. The position peaked at $264K in Q4 2022. 132 funds tracked by Wall St. Rank hold INFL as of Q4 2024.

Pinnacle Associates reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2024 after selling out during the quarter.
Pinnacle Associates sold 8,400 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2024, an estimated $264K.
Pinnacle Associates first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and held it in 8 quarters.
Pinnacle Associates's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $264K in Q4 2022.
132 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.