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

Diversified 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 		$11.2M Sell
224,829
-5,090
-2% -$265K 2.4% 11
2026
Q1 		$12M Buy
229,919
+22,972
+11% +$1.16M 2.05% 10
2025
Q4 		$9.2M Buy
+206,947
New +$9.13M 2.15% 11

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

Diversified Management's INFL Position: Q2 2026 in Review

Diversified Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 2.2% in Q2 2026, selling an estimated $265K and leaving 224,829 shares worth $11.2M. The position accounts for 2.4% of the portfolio, ranked #11.

Diversified Management first reported a position in INFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $12M in Q1 2026. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Diversified Management held 224,829 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $11.2M as of Q2 2026.
  • Diversified Management sold 5,090 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $265K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 2.4% of Diversified Management's portfolio in Q2 2026, its #11 holding.
  • Diversified Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $12M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.