Cerity Partners
INFL icon

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

Cerity 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 		$1.99M Buy
39,801
+101
+0.3% +$5.26K ﹤0.01% 1599
2026
Q1 		$2.07M Sell
39,700
-1,147
-3% -$57.9K ﹤0.01% 1471
2025
Q4 		$1.82M Sell
40,847
-333
-0.8% -$14.7K ﹤0.01% 1412
2025
Q3 		$1.84M Sell
41,180
-1,672
-4% -$71.2K ﹤0.01% 1334
2025
Q2 		$1.81M Buy
42,852
+1,638
+4% +$67.5K ﹤0.01% 1266
2025
Q1 		$1.68M Sell
41,214
-62
-0.2% -$2.48K ﹤0.01% 1202
2024
Q4 		$1.57M Buy
41,276
+1,604
+4% +$64.1K ﹤0.01% 1213
2024
Q3 		$1.49M Hold
39,672
– – ﹤0.01% 1221
2024
Q2 		$1.3M Buy
39,672
+43
+0.1% +$1.41K ﹤0.01% 1109
2024
Q1 		$1.29M Sell
39,629
-1,284
-3% -$39.6K ﹤0.01% 1160
2023
Q4 		$1.29M Buy
40,913
+1,700
+4% +$51.9K ﹤0.01% 905
2023
Q3 		$1.19M Buy
+39,213
New +$1.23M 0.01% 705

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 22.96% 1-Year Est. Return

Cerity Partners's INFL Position: Q2 2026 in Review

Cerity Partners increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.25% in Q2 2026, buying an estimated $5.26K and bringing the position to 39,801 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Cerity Partners first reported a position in INFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.07M in Q1 2026. 166 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Cerity Partners held 39,801 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.99M as of Q2 2026.
  • Cerity Partners bought 101 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $5.26K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1599 holding.
  • Cerity Partners first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2023 and has held it in 12 quarters since.
  • Cerity Partners's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.07M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.