Copia Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Copia 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	$584K	Buy	11,713 +340	+3%	+$17.7K	0.35%	60
2026 Q1	$592K	Sell	11,373 -4,430	-28%	-$224K	0.41%	59
2025 Q4	$703K	Buy	15,803 +217	+1%	+$9.58K	0.5%	44
2025 Q3	$697K	Buy	15,586 +3,117	+25%	+$133K	0.52%	44
2025 Q2	$526K	Buy	12,469 +4,441	+55%	+$183K	0.44%	45
2025 Q1	$326K	Buy	8,028 +3,405	+74%	+$136K	0.3%	65
2024 Q4	$176K	Buy	+4,623	New	+$185K	0.17%	86

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

Copia Wealth Management's INFL Position: Q2 2026 in Review

Copia Wealth Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 3% in Q2 2026, buying an estimated $17.7K and bringing the position to 11,713 shares worth $584K. The position accounts for 0.35% of the portfolio, ranked #60.

Copia Wealth Management first reported a position in INFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $703K in Q4 2025. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Copia Wealth Management held 11,713 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $584K as of Q2 2026.
Copia Wealth Management bought 340 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $17.7K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.35% of Copia Wealth Management's portfolio in Q2 2026, its #60 holding.
Copia Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $703K in Q4 2025.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.