AE Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

AE Wealth Management’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	$7.02K	Buy	141 +72	+104%	+$3.75K	﹤0.01%	2432
2026 Q1	$3.57K	Sell	69 -160	-70%	-$8.08K	﹤0.01%	2421
2025 Q4	$10.2K	Sell	229 -88	-28%	-$3.88K	﹤0.01%	2139
2025 Q3	$14.2K	Buy	317 +102	+47%	+$4.34K	﹤0.01%	1949
2025 Q2	$9.07K	Buy	+215	New	+$8.86K	﹤0.01%	1890
2022 Q2	–	Sell	-39,165	Closed	-$1.3M	–	1776
2022 Q1	$1.3M	Buy	+39,165	New	+$1.23M	0.01%	835

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

AE Wealth Management's INFL Position: Q2 2026 in Review

AE Wealth Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 104% in Q2 2026, buying an estimated $3.75K and bringing the position to 141 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

AE Wealth Management first reported a position in INFL in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2022. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

AE Wealth Management held 141 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $7.02K as of Q2 2026.
AE Wealth Management bought 72 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.75K.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2432 holding.
AE Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and has held it in 6 quarters since.
AE Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.3M in Q1 2022.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.