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SPC
Sigma Planning Corp’s
Horizon Kinetics Inflation Beneficiaries ETF
INFL
Stock Holding History
Sigma Planning Corp’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
$495K
Buy
9,504
+2
+0%
+$101
0.01%
836
2025
Q4
$422K
Buy
9,502
+5
+0.1%
+$221
0.01%
862
2025
Q3
$424K
Buy
9,497
+109
+1%
+$4.64K
0.01%
884
2025
Q2
$396K
Buy
9,388
+9
+0.1%
+$371
0.01%
876
2025
Q1
$381K
Buy
9,379
+498
+6%
+$19.9K
0.01%
836
2024
Q4
$338K
Buy
8,881
+3,262
+58%
+$130K
0.01%
891
2024
Q3
$211K
Buy
+5,619
New
+$202K
0.01%
1110
2023
Q4
–
Sell
-11,410
Closed
-$347K
–
1018
2023
Q3
$347K
Buy
11,410
+5
+0%
+$157
0.01%
860
2023
Q2
$349K
Sell
11,405
-10,225
-47%
-$313K
0.01%
872
2023
Q1
$667K
Sell
21,630
-1,309
-6%
-$40.9K
0.02%
688
2022
Q4
$722K
Buy
+22,939
New
+$711K
0.03%
613
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$56.4B AUM
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1-Year Est. Return
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$544B AUM
28.31%
1-Year Est. Return
BCA
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$237M AUM
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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