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

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $65.2B AUM 31.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

U.S. Capital Wealth Advisors's INFL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 1.4% in Q1 2026, buying an estimated $5.05K and bringing the position to 7,229 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #742.

U.S. Capital Wealth Advisors first reported a position in INFL in Q4 2022 and has held it in 10 quarters since. 167 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

U.S. Capital Wealth Advisors held 7,229 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $376K as of Q1 2026.
U.S. Capital Wealth Advisors bought 100 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $5.05K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #742 holding.
U.S. Capital Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and has held it in 10 quarters since.
167 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.