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

Evelyn Partners 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 Q1	$33.4K	Hold	641	–	–	0.01%	196
2025 Q4	$28.5K	Hold	641	–	–	0.01%	188
2025 Q3	$28.6K	Hold	641	–	–	0.01%	182
2025 Q2	$27K	Hold	641	–	–	0.01%	165
2025 Q1	$26.1K	Hold	641	–	–	0.01%	167
2024 Q4	$24.4K	Buy	+641	New	+$25.6K	0.01%	173

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evelyn Partners Asset Management's INFL Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q1 2026 at 641 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #196.

Evelyn Partners Asset Management first reported a position in INFL in Q4 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Evelyn Partners Asset Management held 641 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $33.4K as of Q1 2026.
Evelyn Partners Asset Management left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q1 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #196 holding.
Evelyn Partners Asset Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.