SPIA
INFL icon

Steward Partners Investment Advisory’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Steward Partners Investment Advisory’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 		$2.82M Buy
54,118
+2,483
+5% +$125K 0.01% 726
2025
Q4 		$2.3M Buy
51,635
+1,869
+4% +$82.5K 0.01% 744
2025
Q3 		$2.22M Sell
49,766
-152
-0.3% -$6.47K 0.01% 740
2025
Q2 		$2.11M Sell
49,918
-24
-0% -$989 0.02% 702
2025
Q1 		$2.03M Buy
49,942
+170
+0.3% +$6.8K 0.02% 657
2024
Q4 		$1.9M Sell
49,772
-345
-0.7% -$13.8K 0.02% 658
2024
Q3 		$1.88M Buy
50,117
+31
+0.1% +$1.11K 0.02% 647
2024
Q2 		$1.64M Buy
50,086
+2,470
+5% +$80.9K 0.02% 650
2024
Q1 		$1.55M Buy
47,616
+1,297
+3% +$40K 0.02% 656
2023
Q4 		$1.46M Buy
46,319
+761
+2% +$23.2K 0.02% 603
2023
Q3 		$1.39M Buy
45,558
+111
+0.2% +$3.48K 0.02% 566
2023
Q2 		$1.39M Buy
45,447
+1,017
+2% +$31.1K 0.02% 587
2023
Q1 		$1.37M Sell
44,430
-525
-1% -$16.4K 0.02% 579
2022
Q4 		$1.42M Buy
44,955
+2,822
+7% +$87.5K 0.02% 546
2022
Q3 		$1.17M Buy
42,133
+1,829
+5% +$54.5K 0.02% 570
2022
Q2 		$1.15M Buy
40,304
+2,057
+5% +$65.1K 0.02% 592
2022
Q1 		$1.27M Buy
38,247
+16,480
+76% +$519K 0.02% 617
2021
Q4 		$679K Buy
21,767
+5,079
+30% +$157K 0.01% 839
2021
Q3 		$487K Buy
16,688
+4,760
+40% +$142K 0.01% 916
2021
Q2 		$358K Buy
11,928
+9,190
+336% +$271K 0.01% 1088
2021
Q1 		$74.2K Buy
+2,738
New +$71.2K ﹤0.01% 1780

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's INFL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 4.8% in Q1 2026, buying an estimated $125K and bringing the position to 54,118 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #726.

Steward Partners Investment Advisory first reported a position in INFL in Q1 2021 and has held it in 21 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Steward Partners Investment Advisory held 54,118 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $2.82M as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,483 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $125K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #726 holding.
  • Steward Partners Investment Advisory first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and has held it in 21 quarters since.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.