WC
INFL icon

Waterloo Capital’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Waterloo Capital’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 		$5.1M Sell
97,940
-2,101
-2% -$106K 0.36% 67
2025
Q4 		$4.45M Buy
100,041
+1,845
+2% +$81.4K 0.32% 74
2025
Q3 		$4.39M Buy
98,196
+2,797
+3% +$119K 0.33% 74
2025
Q2 		$4.02M Buy
+95,399
New +$3.93M 0.32% 70
2024
Q1 		– Sell
-9,364
Closed -$295K – 379
2023
Q4 		$295K Sell
9,364
-2,926
-24% -$89.3K 0.05% 298
2023
Q3 		$374K Sell
12,290
-112,075
-90% -$3.51M 0.11% 127
2023
Q2 		$3.8M Sell
124,365
-295
-0.2% -$9.03K 1.12% 22
2023
Q1 		$3.84M Buy
+124,660
New +$3.89M 1.19% 25

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