VAG
INFL icon

VisionPoint Advisory Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

VisionPoint Advisory Group’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
Q1 		– Sell
-2,201
Closed -$84.8K – 256
2024
Q4 		$84.8K Buy
+2,201
New +$88K 0.03% 243

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

VisionPoint Advisory Group's INFL Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2025, closing a stake of 2,201 shares — an estimated $84.8K sold.

VisionPoint Advisory Group first reported a position in INFL in Q4 2024 and held it in 1 quarter. The position peaked at $84.8K in Q4 2024. 140 funds tracked by Wall St. Rank hold INFL as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,201 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2025, an estimated $84.8K.
  • VisionPoint Advisory Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $84.8K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.