First Foundation Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

First Foundation Advisors’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	$15.9M	Buy	318,044 +71,558	+29%	+$3.72M	0.57%	33
2026 Q1	$12.8M	Buy	246,486 +22,142	+10%	+$1.12M	0.52%	36
2025 Q4	$9.97M	Buy	224,344 +159,107	+244%	+$7.02M	0.38%	49
2025 Q3	$2.92M	Buy	65,237 +27,475	+73%	+$1.17M	0.11%	121
2025 Q2	$1.59M	Buy	+37,762	New	+$1.56M	0.06%	155
2023 Q2	–	Sell	-28,410	Closed	-$876K	–	429
2023 Q1	$876K	Buy	28,410 +3,658	+15%	+$114K	0.04%	182
2022 Q4	$779K	Sell	24,752 -188,514	-88%	-$5.85M	0.04%	202
2022 Q3	$5.93M	Buy	213,266 +164,787	+340%	+$4.91M	0.29%	70
2022 Q2	$1.38M	Buy	+48,479	New	+$1.53M	0.06%	154

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

First Foundation Advisors's INFL Position: Q2 2026 in Review

First Foundation Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 29% in Q2 2026, buying an estimated $3.72M and bringing the position to 318,044 shares worth $15.9M. The position accounts for 0.57% of the portfolio, ranked #33.

First Foundation Advisors first reported a position in INFL in Q2 2022 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

First Foundation Advisors held 318,044 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $15.9M as of Q2 2026.
First Foundation Advisors bought 71,558 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.72M.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.57% of First Foundation Advisors's portfolio in Q2 2026, its #33 holding.
First Foundation Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and has held it in 9 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.