Stegent Equity Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Stegent Equity Advisors’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 Q4	–	Sell	-20,124	Closed	-$899K	–	123
2025 Q3	$899K	Sell	20,124 -249	-1%	-$10.6K	0.73%	42
2025 Q2	$859K	Sell	20,373 -175	-0.9%	-$7.21K	0.76%	35
2025 Q1	$835K	Buy	20,548 +1,803	+10%	+$72.2K	0.85%	37
2024 Q4	$714K	Buy	+18,745	New	+$749K	0.72%	43

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stegent Equity Advisors's INFL Position: Q4 2025 in Review

Stegent Equity Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2025, closing a stake of 20,124 shares — an estimated $899K sold.

Stegent Equity Advisors first reported a position in INFL in Q4 2024 and held it in 4 quarters. The position peaked at $899K in Q3 2025. 148 funds tracked by Wall St. Rank hold INFL as of Q4 2025.

Stegent Equity Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2025 after selling out during the quarter.
Stegent Equity Advisors sold 20,124 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2025, an estimated $899K.
Stegent Equity Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and held it in 4 quarters.
Stegent Equity Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $899K in Q3 2025.
148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2025.

Based on Stegent Equity Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.