Atlas Wealth Partners’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Atlas Wealth Partners’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	$6.79M	Buy	136,034 +1,073	+0.8%	+$55.8K	7.41%	3
2026 Q1	$7.03M	Buy	134,961 +4,405	+3%	+$222K	7.22%	4
2025 Q4	$5.8M	Buy	130,556 +2,151	+2%	+$94.9K	6.38%	4
2025 Q3	$5.74M	Buy	128,405 +6,500	+5%	+$277K	5.86%	4
2025 Q2	$5.14M	Buy	121,905 +1,624	+1%	+$67K	5.93%	4
2025 Q1	$4.89M	Buy	120,281 +2,411	+2%	+$96.5K	6.03%	4
2024 Q4	$4.49M	Buy	117,870 +5,218	+5%	+$209K	5.68%	4
2024 Q3	$4.24M	Sell	112,652 -1,020	-0.9%	-$36.7K	6.46%	4
2024 Q2	$3.71M	Buy	113,672 +1,019	+0.9%	+$33.4K	15.73%	2
2024 Q1	$3.67M	Buy	112,653 +9,641	+9%	+$297K	19.88%	2
2023 Q4	$3.12M	Buy	103,012 +4,567	+5%	+$139K	17.23%	2
2023 Q3	$2.92M	Buy	98,445 +4,761	+5%	+$149K	16.81%	2
2023 Q2	$2.96M	Buy	93,684 +4,540	+5%	+$139K	8.51%	3
2023 Q1	$2.74M	Buy	89,144 +11,652	+15%	+$364K	19.05%	2
2022 Q4	$2.51M	Buy	+77,492	New	+$2.4M	15.53%	2

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

Atlas Wealth Partners's INFL Position: Q2 2026 in Review

Atlas Wealth Partners increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.8% in Q2 2026, buying an estimated $55.8K and bringing the position to 136,034 shares worth $6.79M. The position accounts for 7.41% of the portfolio, ranked #3.

Atlas Wealth Partners first reported a position in INFL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.03M in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Atlas Wealth Partners held 136,034 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $6.79M as of Q2 2026.
Atlas Wealth Partners bought 1,073 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $55.8K.
Horizon Kinetics Inflation Beneficiaries ETF made up 7.41% of Atlas Wealth Partners's portfolio in Q2 2026, its #3 holding.
Atlas Wealth Partners first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and has held it in 15 quarters since.
Atlas Wealth Partners's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $7.03M in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.