Essex Financial Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Essex Financial Services’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	$4.66M	Buy	93,395 +1,164	+1%	+$60.6K	0.23%	96
2026 Q1	$4.8M	Buy	92,231 +70,888	+332%	+$3.58M	0.27%	82
2025 Q4	$949K	Buy	21,343 +14,790	+226%	+$653K	0.05%	293
2025 Q3	$293K	Buy	6,553 +1,765	+37%	+$75.2K	0.02%	586
2025 Q2	$202K	Buy	+4,788	New	+$197K	0.01%	660

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 22.9% 1-Year Est. Return

Essex Financial Services's INFL Position: Q2 2026 in Review

Essex Financial Services increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 1.3% in Q2 2026, buying an estimated $60.6K and bringing the position to 93,395 shares worth $4.66M. The position accounts for 0.23% of the portfolio, ranked #96.

Essex Financial Services first reported a position in INFL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.8M in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Essex Financial Services held 93,395 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $4.66M as of Q2 2026.
Essex Financial Services bought 1,164 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $60.6K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.23% of Essex Financial Services's portfolio in Q2 2026, its #96 holding.
Essex Financial Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2025 and has held it in 5 quarters since.
Essex Financial Services's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $4.8M in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.