Spectrum Wealth Counsel’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$157K	Hold	3,861	–	–	0.02%	128
2024 Q4	$147K	Hold	3,861	–	–	0.02%	130
2024 Q3	$145K	Hold	3,861	–	–	0.02%	129
2024 Q2	$126K	Hold	3,861	–	–	0.02%	144
2024 Q1	$126K	Sell	3,861 -1,121	-23%	-$34.6K	0.02%	152
2023 Q4	$157K	Buy	+4,982	New	+$152K	0.02%	139

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Spectrum Wealth Counsel's INFL Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q1 2025 at 3,861 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #128.

Spectrum Wealth Counsel first reported a position in INFL in Q4 2023 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold INFL as of Q1 2025.

Spectrum Wealth Counsel held 3,861 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $157K as of Q1 2025.
Spectrum Wealth Counsel left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q1 2025.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #128 holding.
Spectrum Wealth Counsel first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2023 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.