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Abacus Planning Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Abacus Planning 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
2026
Q2 		$3.56M Buy
71,422
+12,694
+22% +$661K 0.44% 32
2026
Q1 		$3.06M Buy
58,728
+3,770
+7% +$190K 0.41% 34
2025
Q4 		$2.44M Buy
54,958
+4,071
+8% +$180K 0.33% 41
2025
Q3 		$2.27M Buy
50,887
+3,542
+7% +$151K 0.31% 42
2025
Q2 		$2M Buy
47,345
+8,469
+22% +$349K 0.3% 49
2025
Q1 		$1.58M Sell
38,876
-41
-0.1% -$1.64K 0.28% 52
2024
Q4 		$1.48M Buy
38,917
+522
+1% +$20.9K 0.26% 54
2024
Q3 		$1.44M Sell
38,395
-990
-3% -$35.6K 0.26% 57
2024
Q2 		$1.29M Sell
39,385
-951
-2% -$31.1K 0.25% 59
2024
Q1 		$1.31M Buy
40,336
+612
+2% +$18.9K 0.26% 53
2023
Q4 		$1.25M Sell
39,724
-59,763
-60% -$1.82M 0.26% 54
2023
Q3 		$3.03M Buy
99,487
+810
+0.8% +$25.4K 0.74% 22
2023
Q2 		$3.02M Sell
98,677
-469
-0.5% -$14.4K 0.73% 22
2023
Q1 		$3.06M Buy
99,146
+8,960
+10% +$280K 0.79% 20
2022
Q4 		$2.84M Buy
90,186
+21,838
+32% +$677K 0.78% 21
2022
Q3 		$1.9M Buy
68,348
+3,443
+5% +$103K 0.57% 30
2022
Q2 		$1.85M Buy
64,905
+30,640
+89% +$970K 0.55% 33
2022
Q1 		$1.14M Sell
34,265
-3,726
-10% -$117K 0.31% 60
2021
Q4 		$1.19M Buy
37,991
+9,579
+34% +$295K 0.32% 60
2021
Q3 		$830K Buy
+28,412
New +$849K 0.26% 72

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Abacus Planning Group's INFL Position: Q2 2026 in Review

Abacus Planning Group increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 22% in Q2 2026, buying an estimated $661K and bringing the position to 71,422 shares worth $3.56M. The position accounts for 0.44% of the portfolio, ranked #32.

Abacus Planning Group first reported a position in INFL in Q3 2021 and has held it in 20 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Abacus Planning Group held 71,422 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $3.56M as of Q2 2026.
  • Abacus Planning Group bought 12,694 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $661K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.44% of Abacus Planning Group's portfolio in Q2 2026, its #32 holding.
  • Abacus Planning Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and has held it in 20 quarters since.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.