U.S. Capital Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

U.S. Capital 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
2026 Q1	$376K	Buy	7,229 +100	+1%	+$5.05K	0.01%	742
2025 Q4	$317K	Buy	7,129 +29	+0.4%	+$1.28K	0.01%	788
2025 Q3	$317K	Hold	7,100	–	–	0.01%	758
2025 Q2	$299K	Buy	7,100 +1,400	+25%	+$57.7K	0.01%	712
2025 Q1	$232K	Buy	+5,700	New	+$228K	0.01%	769
2024 Q3	–	Sell	-6,236	Closed	-$204K	–	709
2024 Q2	$204K	Hold	6,236	–	–	0.01%	638
2024 Q1	$203K	Sell	6,236 -900	-13%	-$27.8K	0.01%	645
2023 Q4	$225K	Buy	+7,136	New	+$218K	0.01%	608
2023 Q2	–	Sell	-6,836	Closed	-$211K	–	675
2023 Q1	$211K	Sell	6,836 -315	-4%	-$9.83K	0.01%	599
2022 Q4	$225K	Buy	+7,151	New	+$222K	0.01%	580

Other funds holding INFL

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Bayshore Capital Advisors Tampa, Florida $237M AUM

Raymond James Financial

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