Blue Bell Private Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Blue Bell Private 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	$92.3K	Hold	1,850	–	–	0.01%	362
2026 Q1	$96.3K	Sell	1,850 -200	-10%	-$10.1K	0.01%	342
2025 Q4	$91.1K	Hold	2,050	–	–	0.01%	342
2025 Q3	$91.6K	Hold	2,050	–	–	0.01%	326
2025 Q2	$86.4K	Hold	2,050	–	–	0.01%	325
2025 Q1	$83.3K	Hold	2,050	–	–	0.02%	310
2024 Q4	$78.1K	Hold	2,050	–	–	0.01%	309
2024 Q3	$77.1K	Hold	2,050	–	–	0.01%	307
2024 Q2	$67K	Hold	2,050	–	–	0.01%	323
2024 Q1	$66.7K	Sell	2,050 -1,200	-37%	-$37K	0.01%	316
2023 Q4	$102K	Sell	3,250 -650	-17%	-$19.8K	0.02%	239
2023 Q3	$119K	Hold	3,900	–	–	0.03%	182
2023 Q2	$119K	Sell	3,900 -200	-5%	-$6.12K	0.03%	179
2023 Q1	$126K	Hold	4,100	–	–	0.04%	158
2022 Q4	$129K	Buy	+4,100	New	+$127K	0.04%	143
2021 Q4	–	Sell	-4,600	Closed	-$135K	–	848
2021 Q3	$135K	Sell	4,600 -100	-2%	-$2.99K	0.04%	83
2021 Q2	$141K	Buy	+4,700	New	+$138K	0.04%	87

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

Blue Bell Private Wealth Management's INFL Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q2 2026 at 1,850 shares worth $92.3K. The position accounts for 0.01% of the portfolio, ranked #362.

Blue Bell Private Wealth Management first reported a position in INFL in Q2 2021 and has held it in 17 quarters since. The position peaked at $141K in Q2 2021. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Blue Bell Private Wealth Management held 1,850 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $92.3K as of Q2 2026.
Blue Bell Private Wealth Management left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #362 holding.
Blue Bell Private Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 17 quarters since.
Blue Bell Private Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $141K in Q2 2021.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.