Commonwealth Equity Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Commonwealth Equity Services’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	$15.9M	Buy	319,322 +23,407	+8%	+$1.22M	0.02%	705
2026 Q1	$15.4M	Buy	295,915 +12,867	+5%	+$650K	0.02%	674
2025 Q4	$12.6M	Buy	283,048 +5,002	+2%	+$221K	0.02%	779
2025 Q3	$12.4M	Buy	278,046 +3,491	+1%	+$149K	0.02%	808
2025 Q2	$11.6M	Buy	274,555 +2,586	+1%	+$107K	0.02%	816
2025 Q1	$11.1M	Buy	271,969 +5,345	+2%	+$214K	0.02%	809
2024 Q4	$10.2M	Buy	266,624 +10,151	+4%	+$406K	0.01%	831
2024 Q3	$9.64M	Sell	256,473 -5,937	-2%	-$213K	0.01%	844
2024 Q2	$8.58M	Sell	262,410 -7,561	-3%	-$248K	0.01%	881
2024 Q1	$8.79M	Sell	269,971 -10,046	-4%	-$310K	0.01%	848
2023 Q4	$8.81M	Sell	280,017 -14,415	-5%	-$440K	0.02%	798
2023 Q3	$8.96M	Sell	294,432 -20,720	-7%	-$650K	0.02%	729
2023 Q2	$9.63M	Sell	315,152 -57,055	-15%	-$1.75M	0.02%	698
2023 Q1	$11.5M	Sell	372,207 -20,430	-5%	-$638K	0.02%	604
2022 Q4	$12.4M	Sell	392,637 -123,624	-24%	-$3.83M	0.03%	550
2022 Q3	$14.4M	Buy	516,261 +82,527	+19%	+$2.46M	0.04%	446
2022 Q2	$12.4M	Buy	433,734 +150,043	+53%	+$4.75M	0.03%	498
2022 Q1	$9.45M	Buy	283,691 +202,202	+248%	+$6.37M	0.02%	647
2021 Q4	$2.54M	Buy	81,489 +12,850	+19%	+$396K	0.01%	1342
2021 Q3	$2M	Buy	68,639 +19,414	+39%	+$580K	0.01%	1419
2021 Q2	$1.48M	Buy	+49,225	New	+$1.45M	﹤0.01%	1634

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services's INFL Position: Q2 2026 in Review

Commonwealth Equity Services increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 7.9% in Q2 2026, buying an estimated $1.22M and bringing the position to 319,322 shares worth $15.9M. The position accounts for 0.02% of the portfolio, ranked #705.

Commonwealth Equity Services first reported a position in INFL in Q2 2021 and has held it in 21 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Commonwealth Equity Services held 319,322 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $15.9M as of Q2 2026.
Commonwealth Equity Services bought 23,407 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $1.22M.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #705 holding.
Commonwealth Equity Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 21 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.