SCS Capital Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

SCS Capital 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
2026 Q1	$5.17M	Sell	99,290 -2,540	-2%	-$128K	0.05%	143
2025 Q4	$4.53M	Sell	101,830 -9,728	-9%	-$429K	0.05%	154
2025 Q3	$4.99M	Sell	111,558 -2,367	-2%	-$101K	0.05%	151
2025 Q2	$4.8M	Sell	113,925 -729	-0.6%	-$30.1K	0.05%	162
2025 Q1	$4.66M	Buy	+114,654	New	+$4.59M	0.06%	130

Other funds holding INFL

OFG

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $544B AUM 28.31% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

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

SCS Capital Management's INFL Position: Q1 2026 in Review

SCS Capital Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 2.5% in Q1 2026, selling an estimated $128K and leaving 99,290 shares worth $5.17M. The position accounts for 0.05% of the portfolio, ranked #143.

SCS Capital Management first reported a position in INFL in Q1 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

SCS Capital Management held 99,290 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $5.17M as of Q1 2026.
SCS Capital Management sold 2,540 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $128K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.05% of SCS Capital Management's portfolio in Q1 2026, its #143 holding.
SCS Capital Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.