Atria Investments’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Atria Investments’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	$1.51M	Buy	30,244 +1,666	+6%	+$86.7K	0.02%	897
2026 Q1	$1.49M	Buy	28,578 +573	+2%	+$28.9K	0.02%	844
2025 Q4	$1.25M	Buy	28,005 +6,714	+32%	+$296K	0.01%	953
2025 Q3	$952K	Buy	21,291 +6,197	+41%	+$264K	0.01%	1080
2025 Q2	$637K	Buy	15,094 +5,778	+62%	+$238K	0.01%	1292
2025 Q1	$379K	Buy	+9,316	New	+$373K	﹤0.01%	1495
2023 Q1	–	Sell	-51,471	Closed	-$1.62M	–	843
2022 Q4	$1.62M	Buy	51,471 +5,647	+12%	+$175K	0.03%	589
2022 Q3	$1.27M	Sell	45,824 -49,079	-52%	-$1.46M	0.03%	634
2022 Q2	$2.71M	Buy	94,903 +8,254	+10%	+$261K	0.06%	408
2022 Q1	$2.89M	Buy	86,649 +8,209	+10%	+$259K	0.05%	444
2021 Q4	$2.45M	Sell	78,440 -1,262	-2%	-$38.9K	0.04%	484
2021 Q3	$2.33M	Sell	79,702 -18,530	-19%	-$554K	0.04%	459
2021 Q2	$2.95M	Buy	+98,232	New	+$2.89M	0.06%	377

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 22.9% 1-Year Est. Return

Atria Investments's INFL Position: Q2 2026 in Review

Atria Investments increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 5.8% in Q2 2026, buying an estimated $86.7K and bringing the position to 30,244 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #897.

Atria Investments first reported a position in INFL in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.95M in Q2 2021. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Atria Investments held 30,244 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.51M as of Q2 2026.
Atria Investments bought 1,666 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $86.7K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #897 holding.
Atria Investments first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 13 quarters since.
Atria Investments's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.95M in Q2 2021.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.