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Wealth Enhancement Advisory Services’s
Horizon Kinetics Inflation Beneficiaries ETF
INFL
Stock Holding History
Wealth Enhancement Advisory Services’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
–
Sell
-25,760
Closed
-$1.17M
–
3741
2025
Q4
$1.17M
Hold
25,760
–
–
﹤0.01%
1847
2025
Q3
$1.16M
Hold
25,760
–
–
﹤0.01%
1760
2025
Q2
$1.09M
Hold
25,760
–
–
﹤0.01%
1698
2025
Q1
$1.05M
Buy
25,760
+510
+2%
+$20.4K
﹤0.01%
1575
2024
Q4
$962K
Sell
25,250
-43
-0.2%
-$1.72K
﹤0.01%
1569
2024
Q3
$951K
Buy
25,293
+4,043
+19%
+$145K
﹤0.01%
1434
2024
Q2
$694K
Hold
21,250
–
–
﹤0.01%
1454
2024
Q1
$692K
Sell
21,250
-1,300
-6%
-$40.1K
﹤0.01%
1406
2023
Q4
$710K
Buy
22,550
+350
+2%
+$10.7K
﹤0.01%
1315
2023
Q3
$676K
Buy
+22,200
New
+$696K
﹤0.01%
1271
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19.25%
1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
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$528B AUM
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1-Year Est. Return
Wells Fargo
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$501B AUM
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1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
OCPWS
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$434M AUM
22.37%
1-Year Est. Return
Rockefeller Capital Management
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$56.4B AUM
24.96%
1-Year Est. Return
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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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