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

Accordant 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
2026 Q2	$400	Hold	8	–	–	﹤0.01%	230
2026 Q1	$417	Hold	8	–	–	﹤0.01%	227
2025 Q4	$356	Buy	+8	New	+$353	﹤0.01%	163

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Accordant Advisory Group's INFL Position: Q2 2026 in Review

Accordant Advisory Group held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q2 2026 at 8 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Accordant Advisory Group first reported a position in INFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $417 in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Accordant Advisory Group held 8 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $400 as of Q2 2026.
Accordant Advisory Group left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #230 holding.
Accordant Advisory Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 3 quarters since.
Accordant Advisory Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $417 in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.