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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
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 $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $237M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Essex Financial Services's INFL Position: Q1 2026 in Review

Essex Financial Services increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 332% in Q1 2026, buying an estimated $3.58M and bringing the position to 92,231 shares worth $4.8M. The position accounts for 0.27% of the portfolio, ranked #82.

Essex Financial Services first reported a position in INFL in Q2 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Essex Financial Services held 92,231 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $4.8M as of Q1 2026.
  • Essex Financial Services bought 70,888 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $3.58M.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.27% of Essex Financial Services's portfolio in Q1 2026, its #82 holding.
  • Essex Financial Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.