Stephens Inc’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Stephens Inc’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 Q1	–	Sell	-7,800	Closed	-$347K	–	1358
2025 Q4	$347K	Hold	7,800	–	–	﹤0.01%	981
2025 Q3	$349K	Buy	+7,800	New	+$332K	﹤0.01%	975
2022 Q4	–	Sell	-48,850	Closed	-$1.36M	–	1204
2022 Q3	$1.36M	Buy	48,850 +16,175	+50%	+$482K	0.03%	454
2022 Q2	$933K	Buy	32,675 +14,955	+84%	+$473K	0.02%	544
2022 Q1	$590K	Buy	+17,720	New	+$558K	0.01%	750

Other funds holding INFL

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

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

OCPWS

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

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

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

BCA

Bayshore Capital Advisors Tampa, Florida $237M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc's INFL Position: Q1 2026 in Review

Stephens Inc sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2026, closing a stake of 7,800 shares — an estimated $347K sold.

Stephens Inc first reported a position in INFL in Q1 2022 and held it in 5 quarters. The position peaked at $1.36M in Q3 2022. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Stephens Inc reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2026 after selling out during the quarter.
Stephens Inc sold 7,800 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $347K.
Stephens Inc first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and held it in 5 quarters.
Stephens Inc's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.36M in Q3 2022.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.