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

Evelyn Partners’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	$32K	Buy	+641	New	+$33.4K	﹤0.01%	400

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 22.96% 1-Year Est. Return

Evelyn Partners's INFL Position: Q2 2026 in Review

Evelyn Partners opened a new position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026: 641 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings.

166 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Evelyn Partners held 641 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $32K as of Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF was a new Evelyn Partners position in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #400 holding.
166 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.