Autumn Glory Partners’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Autumn Glory 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	$680K	Hold	13,623	–	–	0.19%	116
2026 Q1	$709K	Hold	13,623	–	–	0.26%	90
2025 Q4	$606K	Hold	13,623	–	–	0.21%	116
2025 Q3	$609K	Hold	13,623	–	–	0.25%	107
2025 Q2	$574K	Hold	13,623	–	–	0.27%	103
2025 Q1	$554K	Buy	13,623 +5,110	+60%	+$205K	0.27%	100
2024 Q4	$324K	Hold	8,513	–	–	0.16%	129
2024 Q3	$320K	Hold	8,513	–	–	0.12%	162
2024 Q2	$278K	Hold	8,513	–	–	0.14%	137
2024 Q1	$277K	Hold	8,513	–	–	0.14%	134
2023 Q4	$260K	Hold	8,513	–	–	0.15%	134
2023 Q3	$259K	Buy	8,513 +13	+0.2%	+$408	0.16%	125
2023 Q2	$260K	Sell	8,500 -3,860	-31%	-$118K	0.19%	113
2023 Q1	$381K	Hold	12,360	–	–	0.33%	74
2022 Q4	$389K	Sell	12,360 -715	-5%	-$22.2K	0.21%	126
2022 Q3	$364K	Sell	13,075 -10,000	-43%	-$298K	0.25%	97
2022 Q2	$427K	Sell	23,075 -13,075	-36%	-$414K	0.32%	77
2022 Q1	$958K	Buy	36,150 +23,075	+176%	+$727K	0.56%	68
2021 Q4	$408K	Buy	+13,075	New	+$403K	0.17%	135

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

Autumn Glory Partners's INFL Position: Q2 2026 in Review

Autumn Glory Partners held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q2 2026 at 13,623 shares worth $680K. The position accounts for 0.19% of the portfolio, ranked #116.

Autumn Glory Partners first reported a position in INFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $958K in Q1 2022. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Autumn Glory Partners held 13,623 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $680K as of Q2 2026.
Autumn Glory Partners left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.19% of Autumn Glory Partners's portfolio in Q2 2026, its #116 holding.
Autumn Glory Partners first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 19 quarters since.
Autumn Glory Partners's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $958K in Q1 2022.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.