Corient Private Wealth’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Corient Private Wealth’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	$2.87M	Buy	57,629 +1,850	+3%	+$96.3K	﹤0.01%	1148
2026 Q1	$4.95K	Sell	55,779 -6,060	-10%	-$306K	﹤0.01%	2808
2025 Q4	$2.75M	Sell	61,839 -15,102	-20%	-$667K	﹤0.01%	1006
2025 Q3	$3.44M	Sell	76,941 -7,696	-9%	-$328K	0.01%	848
2025 Q2	$3.57M	Buy	+84,637	New	+$3.49M	﹤0.01%	809
2025 Q1	–	Sell	-84,221	Closed	-$3.21K	–	2360
2024 Q4	$3.21K	Buy	84,221 +4,998	+6%	+$200K	﹤0.01%	2331
2024 Q3	$2.98M	Hold	79,223	–	–	﹤0.01%	931
2024 Q2	$2.59M	Sell	79,223 -3,700	-4%	-$121K	﹤0.01%	920
2024 Q1	$2.7M	Sell	82,923 -32,671	-28%	-$1.01M	﹤0.01%	898
2023 Q4	$3.64M	Buy	115,594 +7,777	+7%	+$237K	0.01%	790
2023 Q3	$3.28M	Sell	107,817 -890	-0.8%	-$27.9K	0.01%	754
2023 Q2	$3.32M	Sell	108,707 -13,794	-11%	-$422K	0.01%	748
2023 Q1	$3.78M	Buy	122,501 +2,158	+2%	+$67.4K	0.01%	667
2022 Q4	$3.79M	Buy	+120,343	New	+$3.73M	0.01%	561

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

Corient Private Wealth's INFL Position: Q2 2026 in Review

Corient Private Wealth increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 3.3% in Q2 2026, buying an estimated $96.3K and bringing the position to 57,629 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Corient Private Wealth first reported a position in INFL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.79M in Q4 2022. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Corient Private Wealth held 57,629 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $2.87M as of Q2 2026.
Corient Private Wealth bought 1,850 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $96.3K.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1148 holding.
Corient Private Wealth first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $3.79M in Q4 2022.
172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.