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

Savvy Advisors Inc’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 		$605K Sell
11,621
-9,920
-46% -$501K 0.02% 599
2025
Q4 		$958K Buy
+21,541
New +$951K 0.03% 370

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 $214M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Savvy Advisors Inc's INFL Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 46% in Q1 2026, selling an estimated $501K and leaving 11,621 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #599.

Savvy Advisors Inc first reported a position in INFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $958K in Q4 2025. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Savvy Advisors Inc held 11,621 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $605K as of Q1 2026.
  • Savvy Advisors Inc sold 9,920 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $501K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #599 holding.
  • Savvy Advisors Inc first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $958K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.