Sigma Planning Corp
INFL icon

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
Q3 		$346K Sell
6,905
-2,172
-24% -$114K 0.01% 999
2026
Q2 		$453K Sell
9,077
-427
-4% -$22.2K 0.01% 958
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

Other funds holding INFL

Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Cooper Investors
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sigma Planning Corp's INFL Position: Q3 2026 in Review

Sigma Planning Corp reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 24% in Q3 2026, selling an estimated $114K and leaving 6,905 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #999.

Sigma Planning Corp first reported a position in INFL in Q4 2022 and has held it in 13 quarters since. The position peaked at $722K in Q4 2022. 38 funds tracked by Wall St. Rank hold INFL as of Q3 2026.

  • Sigma Planning Corp held 6,905 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $346K as of Q3 2026.
  • Sigma Planning Corp sold 2,172 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2026, an estimated $114K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #999 holding.
  • Sigma Planning Corp first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and has held it in 13 quarters since.
  • Sigma Planning Corp's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $722K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.