Raymond James Financial’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Raymond James Financial’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	$16.4M	Buy	315,797 +79,182	+33%	+$4M	0.01%	1614
2025 Q4	$10.5M	Buy	236,615 +14,184	+6%	+$626K	﹤0.01%	1921
2025 Q3	$9.94M	Buy	222,431 +48,775	+28%	+$2.08M	﹤0.01%	1920
2025 Q2	$7.32M	Buy	173,656 +4,560	+3%	+$188K	﹤0.01%	2105
2025 Q1	$6.87M	Buy	169,096 +3,709	+2%	+$148K	﹤0.01%	2095
2024 Q4	$6.3M	Buy	+165,387	New	+$6.61M	﹤0.01%	2181

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial's INFL Position: Q1 2026 in Review

Raymond James Financial increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 33% in Q1 2026, buying an estimated $4M and bringing the position to 315,797 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #1614.

Raymond James Financial first reported a position in INFL in Q4 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Raymond James Financial held 315,797 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $16.4M as of Q1 2026.
Raymond James Financial bought 79,182 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $4M.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1614 holding.
Raymond James Financial first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.