STAR Financial Bank’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

STAR Financial Bank’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 Q2	–	Sell	-5,876	Closed	-$239K	–	114
2025 Q1	$239K	Sell	5,876 -4,024	-41%	-$161K	0.17%	93
2024 Q4	$377K	Sell	9,900 -343	-3%	-$13.7K	0.27%	69
2024 Q3	$385K	Sell	10,243 -1,036	-9%	-$37.2K	0.26%	78
2024 Q2	$369K	Sell	11,279 -3,629	-24%	-$119K	0.28%	85
2024 Q1	$485K	Sell	14,908 -2,083	-12%	-$64.3K	0.41%	58
2023 Q4	$535K	Sell	16,991 -11,502	-40%	-$351K	0.49%	51
2023 Q3	$867K	Sell	28,493 -1,126	-4%	-$35.3K	0.89%	31
2023 Q2	$905K	Sell	29,619 -5,365	-15%	-$164K	0.85%	33
2023 Q1	$1.08M	Sell	34,984 -313	-0.9%	-$9.77K	1.05%	28
2022 Q4	$1.11M	Buy	+35,297	New	+$1.09M	1.1%	24

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KIM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

STAR Financial Bank's INFL Position: Q2 2025 in Review

STAR Financial Bank sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2025, closing a stake of 5,876 shares — an estimated $239K sold.

STAR Financial Bank first reported a position in INFL in Q4 2022 and held it in 10 quarters. The position peaked at $1.11M in Q4 2022. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2025.

STAR Financial Bank reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2025 after selling out during the quarter.
STAR Financial Bank sold 5,876 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2025, an estimated $239K.
STAR Financial Bank first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and held it in 10 quarters.
STAR Financial Bank's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.11M in Q4 2022.
150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2025.

Based on STAR Financial Bank's 13F filing for Q2 2025, filed 14 Aug 2025.