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Spire Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Spire Wealth 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
Q2 		$2.16M Buy
43,294
+70
+0.2% +$3.64K 0.07% 261
2026
Q1 		$2.25M Sell
43,224
-1,992
-4% -$101K 0.08% 238
2025
Q4 		$2.01M Buy
45,216
+594
+1% +$26.2K 0.07% 252
2025
Q3 		$1.99M Sell
44,622
-363
-0.8% -$15.5K 0.07% 236
2025
Q2 		$1.9M Sell
44,985
-749
-2% -$30.9K 0.07% 243
2025
Q1 		$1.86M Sell
45,734
-2,883
-6% -$115K 0.06% 280
2024
Q4 		$1.85M Sell
48,617
-183
-0.4% -$7.32K 0.06% 255
2024
Q3 		$1.83M Sell
48,800
-9,430
-16% -$339K 0.06% 250
2024
Q2 		$1.9M Sell
58,230
-3,005
-5% -$98.4K 0.07% 240
2024
Q1 		$1.99M Sell
61,235
-490
-0.8% -$15.1K 0.04% 252
2023
Q4 		$1.88M Sell
61,725
-3,564
-5% -$109K 0.06% 253
2023
Q3 		$1.99M Buy
65,289
+498
+0.8% +$15.6K 0.08% 220
2023
Q2 		$1.98M Buy
64,791
+285
+0.4% +$8.72K 0.07% 236
2023
Q1 		$1.99M Buy
64,506
+2,530
+4% +$79K 0.08% 231
2022
Q4 		$1.95M Buy
61,976
+2,716
+5% +$84.2K 0.11% 160
2022
Q3 		$1.65M Sell
59,260
-3,282
-5% -$97.8K 0.1% 150
2022
Q2 		$1.78M Buy
62,542
+58,840
+1,589% +$1.86M 0.07% 221
2022
Q1 		$123K Buy
+3,702
New +$117K ﹤0.01% 1097

Other funds holding INFL

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM