Coastal Bridge Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Coastal Bridge Advisors’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	$13M	Buy	260,680 +68,863	+36%	+$3.58M	0.8%	30
2026 Q1	$9.99M	Buy	191,817 +4,218	+2%	+$213K	0.71%	36
2025 Q4	$8.34M	Buy	187,599 +5,095	+3%	+$225K	0.62%	39
2025 Q3	$8.16M	Buy	182,504 +146,649	+409%	+$6.24M	0.62%	38
2025 Q2	$1.51M	Buy	35,855 +1,833	+5%	+$75.6K	0.12%	166
2025 Q1	$1.38M	Buy	+34,022	New	+$1.36M	0.13%	161

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 22.96% 1-Year Est. Return

Coastal Bridge Advisors's INFL Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 36% in Q2 2026, buying an estimated $3.58M and bringing the position to 260,680 shares worth $13M. The position accounts for 0.8% of the portfolio, ranked #30.

Coastal Bridge Advisors first reported a position in INFL in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Coastal Bridge Advisors held 260,680 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $13M as of Q2 2026.
Coastal Bridge Advisors bought 68,863 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.58M.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.8% of Coastal Bridge Advisors's portfolio in Q2 2026, its #30 holding.
Coastal Bridge Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.