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Stratos Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Stratos Wealth 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
-50,183
Closed -$2.24M – 677
2025
Q3 		$2.24M Sell
50,183
-16
-0% -$681 0.11% 199
2025
Q2 		$2.12M Buy
50,199
+4,286
+9% +$177K 0.11% 197
2025
Q1 		$1.87M Buy
45,913
+67
+0.1% +$2.68K 0.1% 198
2024
Q4 		$1.75M Sell
45,846
-74
-0.2% -$2.96K 0.08% 235
2024
Q3 		$1.73M Buy
45,920
+143
+0.3% +$5.14K 0.08% 265
2024
Q2 		$1.5M Buy
45,777
+127
+0.3% +$4.16K 0.07% 255
2024
Q1 		$1.49M Sell
45,650
-6,046
-12% -$187K 0.09% 243
2023
Q4 		$1.63M Buy
51,696
+3,559
+7% +$109K 0.09% 248
2023
Q3 		$1.47M Buy
48,137
+354
+0.7% +$11.1K 0.1% 239
2023
Q2 		$1.46M Buy
47,783
+1,458
+3% +$44.6K 0.1% 237
2023
Q1 		$1.43M Buy
46,325
+405
+0.9% +$12.6K 0.11% 230
2022
Q4 		$1.45M Buy
45,920
+4,061
+10% +$126K 0.12% 231
2022
Q3 		$1.17M Buy
+41,859
New +$1.25M 0.12% 224
2021
Q4 		– Sell
-84,791
Closed -$2.48M – 560
2021
Q3 		$2.48M Buy
84,791
+31,215
+58% +$933K 0.21% 130
2021
Q2 		$1.61M Buy
+53,576
New +$1.58M 0.14% 183

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stratos Wealth Advisors's INFL Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q4 2025, closing a stake of 50,183 shares — an estimated $2.24M sold.

Stratos Wealth Advisors first reported a position in INFL in Q2 2021 and held it in 15 quarters. The position peaked at $2.48M in Q3 2021. 148 funds tracked by Wall St. Rank hold INFL as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 50,183 Horizon Kinetics Inflation Beneficiaries ETF shares in Q4 2025, an estimated $2.24M.
  • Stratos Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and held it in 15 quarters.
  • Stratos Wealth Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.48M in Q3 2021.
  • 148 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.