Wealthspire Advisors (New York)’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Wealthspire Advisors (New York)’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	$1.15M	Sell	22,139 -17,503	-44%	-$884K	0.01%	381
2025 Q4	$1.76M	Buy	39,642 +427	+1%	+$18.8K	0.01%	313
2025 Q3	$1.75M	Sell	39,215 -52	-0.1%	-$2.21K	0.01%	292
2025 Q2	$1.66M	Buy	39,267 +1,293	+3%	+$53.3K	0.01%	307
2025 Q1	$1.54M	Buy	37,974 +2,083	+6%	+$83.4K	0.01%	310
2024 Q4	$1.37M	Buy	35,891 +756	+2%	+$30.2K	0.01%	309
2024 Q3	$1.32M	Buy	35,135 +132	+0.4%	+$4.74K	0.01%	321
2024 Q2	$1.14M	Hold	35,003	–	–	0.01%	298
2024 Q1	$1.14M	Hold	35,003	–	–	0.02%	294
2023 Q4	$1.1M	Sell	35,003 -3,870	-10%	-$118K	0.02%	295
2023 Q3	$1.18M	Sell	38,873 -3,471	-8%	-$109K	0.02%	255
2023 Q2	$1.29M	Sell	42,344 -25,264	-37%	-$773K	0.02%	213
2023 Q1	$2.09M	Sell	67,608 -18,658	-22%	-$582K	0.04%	147
2022 Q4	$2.72M	Buy	86,266 +238	+0.3%	+$7.38K	0.05%	128
2022 Q3	$2.39M	Buy	86,028 +3,594	+4%	+$107K	0.05%	130
2022 Q2	$2.35M	Buy	82,434 +28,604	+53%	+$905K	0.05%	131
2022 Q1	$1.79M	Buy	53,830 +16,105	+43%	+$508K	0.04%	135
2021 Q4	$1.18M	Buy	+37,725	New	+$1.16M	0.03%	209

Other funds holding INFL

OFG

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 New York $56.4B AUM 24.96% 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 $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s INFL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 44% in Q1 2026, selling an estimated $884K and leaving 22,139 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #381.

Wealthspire Advisors (New York) first reported a position in INFL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.72M in Q4 2022. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Wealthspire Advisors (New York) held 22,139 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.15M as of Q1 2026.
Wealthspire Advisors (New York) sold 17,503 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $884K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #381 holding.
Wealthspire Advisors (New York) first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.72M in Q4 2022.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.