Stifel Financial
INFL icon

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

Stifel Financial’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 		$5.24M Buy
100,655
+19,792
+24% +$999K ﹤0.01% 1324
2025
Q4 		$3.6M Buy
80,863
+14,742
+22% +$651K ﹤0.01% 1527
2025
Q3 		$2.96M Buy
66,121
+24,530
+59% +$1.04M ﹤0.01% 1614
2025
Q2 		$1.75M Buy
41,591
+14,710
+55% +$606K ﹤0.01% 1944
2025
Q1 		$1.09M Buy
26,881
+14,609
+119% +$585K ﹤0.01% 2165
2024
Q4 		$467K Buy
12,272
+2,647
+28% +$106K ﹤0.01% 2715
2024
Q3 		$362K Buy
9,625
+1,505
+19% +$54.1K ﹤0.01% 2865
2024
Q2 		$265K Buy
8,120
+746
+10% +$24.4K ﹤0.01% 2976
2024
Q1 		$240K Buy
+7,374
New +$228K ﹤0.01% 3021

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 $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $237M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return