Creative Planning
INFL icon

Creative Planning’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Creative Planning’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 		$369K Buy
7,389
+796
+12% +$41.4K ﹤0.01% 3419
2026
Q1 		$343K Buy
6,593
+35
+0.5% +$1.77K ﹤0.01% 3321
2025
Q4 		$292K Buy
6,558
+11
+0.2% +$485 ﹤0.01% 3260
2025
Q3 		$293K Hold
6,547
– – ﹤0.01% 3165
2025
Q2 		$276K Sell
6,547
-57
-0.9% -$2.35K ﹤0.01% 2966
2025
Q1 		$268K Sell
6,604
-31
-0.5% -$1.24K ﹤0.01% 2853
2024
Q4 		$253K Buy
6,635
+704
+12% +$28.1K ﹤0.01% 2808
2024
Q3 		$223K Buy
+5,931
New +$213K ﹤0.01% 2748
2023
Q3 		– Sell
-8,585
Closed -$262K – 2964
2023
Q2 		$262K Sell
8,585
-702
-8% -$21.5K ﹤0.01% 2011
2023
Q1 		$286K Sell
9,287
-485
-5% -$15.1K ﹤0.01% 1857
2022
Q4 		$308K Buy
9,772
+510
+6% +$15.8K ﹤0.01% 1714
2022
Q3 		$258K Buy
9,262
+50
+0.5% +$1.49K ﹤0.01% 1743
2022
Q2 		$263K Sell
9,212
-270
-3% -$8.54K ﹤0.01% 1701
2022
Q1 		$316K Buy
9,482
+844
+10% +$26.6K ﹤0.01% 1609
2021
Q4 		$270K Buy
8,638
+38
+0.4% +$1.17K ﹤0.01% 1693
2021
Q3 		$251K Buy
+8,600
New +$257K ﹤0.01% 1709

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

Creative Planning's INFL Position: Q2 2026 in Review

Creative Planning increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 12% in Q2 2026, buying an estimated $41.4K and bringing the position to 7,389 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

Creative Planning first reported a position in INFL in Q3 2021 and has held it in 16 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Creative Planning held 7,389 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $369K as of Q2 2026.
  • Creative Planning bought 796 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $41.4K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3419 holding.
  • Creative Planning first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and has held it in 16 quarters since.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.