Carlton Hofferkamp & Jenks Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Carlton Hofferkamp & Jenks 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	$336K	Sell	6,527 -581	-8%	-$30.2K	0.11%	111
2026 Q1	$378K	Sell	7,108 -946	-12%	-$47.8K	0.13%	100
2025 Q4	$358K	Hold	8,054	–	–	0.12%	103
2025 Q3	$351K	Hold	8,054	–	–	0.12%	106
2025 Q2	$335K	Sell	8,054 -746	-8%	-$30.8K	0.12%	107
2025 Q1	$352K	Sell	8,800 -600	-6%	-$24K	0.15%	100
2024 Q4	$378K	Hold	9,400	–	–	0.14%	104
2024 Q3	$374K	Sell	9,400 -200	-2%	-$7.19K	0.14%	104
2024 Q2	$345K	Sell	9,600 -1,925	-17%	-$63K	0.14%	106
2024 Q1	$374K	Sell	11,525 -900	-7%	-$27.8K	0.16%	98
2023 Q4	$376K	Sell	12,425 -1,550	-11%	-$47.3K	0.16%	99
2023 Q3	$418K	Sell	13,975 -8,000	-36%	-$251K	0.19%	89
2023 Q2	$705K	Sell	21,975 -8,046	-27%	-$246K	0.31%	73
2023 Q1	$925K	Sell	30,021 -10,595	-26%	-$331K	0.42%	61
2022 Q4	$1.33M	Sell	40,616 -8,925	-18%	-$277K	0.58%	46
2022 Q3	$1.46M	Sell	49,541 -1,879	-4%	-$56K	0.69%	40
2022 Q2	$1.47M	Sell	51,420 -500	-1%	-$15.8K	0.67%	41
2022 Q1	$1.77M	Sell	51,920 -1,950	-4%	-$61.5K	0.72%	39
2021 Q4	$1.61M	Buy	53,870 +2,675	+5%	+$82.5K	0.68%	41
2021 Q3	$1.62M	Buy	51,195 +14,870	+41%	+$445K	0.65%	41
2021 Q2	$1.06M	Buy	36,325 +26,275	+261%	+$774K	0.46%	60
2021 Q1	$292K	Buy	+10,050	New	+$261K	0.13%	109

Other funds holding INFL

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Diversified Management Milwaukee, Wisconsin $468M AUM

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's INFL Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 8.2% in Q2 2026, selling an estimated $30.2K and leaving 6,527 shares worth $336K. The position accounts for 0.11% of the portfolio, ranked #111.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in INFL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.77M in Q1 2022. 56 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 6,527 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $336K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management sold 581 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $30.2K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.11% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #111 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and has held it in 22 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.77M in Q1 2022.
56 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.