BFWM
INFL icon

Bright Futures Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Bright Futures 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 		$903K Sell
18,098
-1,670
-8% -$86.9K 0.58% 61
2026
Q1 		$1.03M Buy
19,768
+6,009
+44% +$303K 0.7% 49
2025
Q4 		$612K Buy
13,759
+3
+0% +$132 0.45% 71
2025
Q3 		$615K Buy
+13,756
New +$586K 0.48% 66

Other funds holding INFL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Bright Futures Wealth Management's INFL Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 8.4% in Q2 2026, selling an estimated $86.9K and leaving 18,098 shares worth $903K. The position accounts for 0.58% of the portfolio, ranked #61.

Bright Futures Wealth Management first reported a position in INFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2026. 87 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Bright Futures Wealth Management held 18,098 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $903K as of Q2 2026.
  • Bright Futures Wealth Management sold 1,670 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $86.9K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.58% of Bright Futures Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Bright Futures Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2025 and has held it in 4 quarters since.
  • Bright Futures Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.03M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.