Envestnet Asset Management
INFL icon

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

Envestnet Asset 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 		$15.5M Buy
311,549
+62,411
+25% +$3.25M ﹤0.01% 1640
2026
Q1 		$13M Buy
249,138
+54,356
+28% +$2.74M ﹤0.01% 1644
2025
Q4 		$8.66M Buy
194,782
+15,302
+9% +$675K ﹤0.01% 1796
2025
Q3 		$8.02M Buy
179,480
+22,558
+14% +$961K ﹤0.01% 1912
2025
Q2 		$6.62M Buy
156,922
+16,598
+12% +$684K ﹤0.01% 2013
2025
Q1 		$5.7M Buy
140,324
+55,070
+65% +$2.2M ﹤0.01% 2027
2024
Q4 		$3.25M Sell
85,254
-1,432
-2% -$57.3K ﹤0.01% 2379
2024
Q3 		$3.26M Sell
86,686
-14,855
-15% -$534K ﹤0.01% 2367
2024
Q2 		$3.32M Buy
101,541
+19,539
+24% +$640K ﹤0.01% 2295
2024
Q1 		$2.67M Buy
82,002
+14,981
+22% +$462K ﹤0.01% 2387
2023
Q4 		$2.11M Sell
67,021
-413
-0.6% -$12.6K ﹤0.01% 2436
2023
Q3 		$2.05M Sell
67,434
-18,923
-22% -$593K ﹤0.01% 2362
2023
Q2 		$2.64M Sell
86,357
-9,414
-10% -$288K ﹤0.01% 2108
2023
Q1 		$2.95M Buy
95,771
+41,773
+77% +$1.3M ﹤0.01% 1948
2022
Q4 		$1.7M Buy
53,998
+3,591
+7% +$111K ﹤0.01% 2275
2022
Q3 		$1.4M Sell
50,407
-26,468
-34% -$789K ﹤0.01% 2303
2022
Q2 		$2.19M Buy
76,875
+40,230
+110% +$1.27M ﹤0.01% 2041
2022
Q1 		$1.22M Sell
36,645
-8,341
-19% -$263K ﹤0.01% 2519
2021
Q4 		$1.4M Buy
+44,986
New +$1.39M ﹤0.01% 2397

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

Envestnet Asset Management's INFL Position: Q2 2026 in Review

Envestnet Asset Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 25% in Q2 2026, buying an estimated $3.25M and bringing the position to 311,549 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Envestnet Asset Management first reported a position in INFL in Q4 2021 and has held it in 19 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Envestnet Asset Management held 311,549 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $15.5M as of Q2 2026.
  • Envestnet Asset Management bought 62,411 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.25M.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1640 holding.
  • Envestnet Asset Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 19 quarters since.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.