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Brookwood Investment Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Brookwood Investment Group’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 		– Sell
-4,085
Closed -$213K – 574
2026
Q1 		$213K Sell
4,085
-511
-11% -$25.8K 0.03% 476
2025
Q4 		$204K Buy
+4,596
New +$203K 0.02% 479

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Brookwood Investment Group's INFL Position: Q2 2026 in Review

Brookwood Investment Group sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026, closing a stake of 4,085 shares — an estimated $213K sold.

Brookwood Investment Group first reported a position in INFL in Q4 2025 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Brookwood Investment Group reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 4,085 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $213K.
  • Brookwood Investment Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $213K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.