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

Focus Partners Wealth’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	$10.6M	Buy	211,977 +38,761	+22%	+$2.02M	0.01%	700
2026 Q1	$9.02M	Buy	173,216 +47,454	+38%	+$2.4M	0.01%	749
2025 Q4	$5.59M	Buy	125,762 +36,677	+41%	+$1.62M	0.01%	902
2025 Q3	$3.98M	Buy	89,085 +48,797	+121%	+$2.08M	0.01%	820
2025 Q2	$1.7M	Buy	40,288 +16,707	+71%	+$689K	﹤0.01%	953
2025 Q1	$959K	Buy	+23,581	New	+$944K	﹤0.01%	1083

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

Focus Partners Wealth's INFL Position: Q2 2026 in Review

Focus Partners Wealth increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 22% in Q2 2026, buying an estimated $2.02M and bringing the position to 211,977 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #700.

Focus Partners Wealth first reported a position in INFL in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Focus Partners Wealth held 211,977 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $10.6M as of Q2 2026.
Focus Partners Wealth bought 38,761 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $2.02M.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #700 holding.
Focus Partners Wealth first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.