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Aptus Capital Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Aptus Capital Advisors’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 		$12.7M Buy
253,900
+30,642
+14% +$1.59M 0.09% 194
2026
Q1 		$11.6M Buy
223,258
+10,562
+5% +$533K 0.09% 190
2025
Q4 		$9.46M Buy
212,696
+7,594
+4% +$335K 0.07% 221
2025
Q3 		$9.17M Buy
205,102
+5,781
+3% +$246K 0.07% 223
2025
Q2 		$8.41M Buy
199,321
+99,877
+100% +$4.12M 0.07% 214
2025
Q1 		$4.04M Buy
99,444
+4,373
+5% +$175K 0.04% 308
2024
Q4 		$3.62M Sell
95,071
-8,677
-8% -$347K 0.04% 313
2024
Q3 		$3.9M Sell
103,748
-3,520
-3% -$127K 0.06% 243
2024
Q2 		$3.51M Buy
107,268
+132
+0.1% +$4.32K 0.06% 229
2024
Q1 		$3.49M Sell
107,136
-30,521
-22% -$942K 0.06% 221
2023
Q4 		$4.33M Sell
137,657
-68,140
-33% -$2.08M 0.12% 152
2023
Q3 		$6.26M Sell
205,797
-1,203,298
-85% -$37.7M 0.17% 117
2023
Q2 		$43.1M Buy
1,409,095
+57,545
+4% +$1.76M 1.03% 22
2023
Q1 		$41.7M Buy
1,351,550
+328,221
+32% +$10.2M 1.12% 16
2022
Q4 		$32.2M Sell
1,023,329
-136,169
-12% -$4.22M 0.99% 17
2022
Q3 		$32.3M Buy
1,159,498
+105,939
+10% +$3.16M 0.78% 23
2022
Q2 		$30.1M Sell
1,053,559
-24,314
-2% -$769K 0.78% 27
2022
Q1 		$35.9M Sell
1,077,873
-100,709
-9% -$3.17M 0.89% 23
2021
Q4 		$36.8M Buy
1,178,582
+72,228
+7% +$2.23M 1.1% 20
2021
Q3 		$32.3M Buy
+1,106,354
New +$33.1M 0.83% 32

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

Aptus Capital Advisors's INFL Position: Q2 2026 in Review

Aptus Capital Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 14% in Q2 2026, buying an estimated $1.59M and bringing the position to 253,900 shares worth $12.7M. The position accounts for 0.09% of the portfolio, ranked #194.

Aptus Capital Advisors first reported a position in INFL in Q3 2021 and has held it in 20 quarters since. The position peaked at $43.1M in Q2 2023. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Aptus Capital Advisors held 253,900 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $12.7M as of Q2 2026.
  • Aptus Capital Advisors bought 30,642 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $1.59M.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.09% of Aptus Capital Advisors's portfolio in Q2 2026, its #194 holding.
  • Aptus Capital Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and has held it in 20 quarters since.
  • Aptus Capital Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $43.1M in Q2 2023.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.