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

Global Retirement 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	$1.37K	Buy	+27	New	+$1.41K	﹤0.01%	4134
2025 Q4	$1.22K	Sell	27 -35	-56%	-$1.54K	﹤0.01%	3848
2025 Q3	$2.78K	Hold	62	–	–	﹤0.01%	3195
2025 Q2	$2.62K	Buy	+62	New	+$2.56K	﹤0.01%	3142
2024 Q2	–	Sell	-302	Closed	-$9.83K	–	3591
2024 Q1	$9.83K	Sell	302 -814	-73%	-$25.1K	﹤0.01%	2133
2023 Q4	$34.1K	Sell	1,116 -192	-15%	-$5.86K	﹤0.01%	1529
2023 Q3	$38.5K	Sell	1,308 -8,599	-87%	-$270K	﹤0.01%	1386
2023 Q2	$303K	Buy	9,907 +37	+0.4%	+$1.13K	0.01%	567
2023 Q1	$300K	Buy	9,870 +906	+10%	+$28.3K	0.02%	552
2022 Q4	$282K	Buy	8,964 +4,606	+106%	+$143K	0.02%	506
2022 Q3	$133K	Buy	4,358 +3,149	+260%	+$93.8K	0.01%	690
2022 Q2	$35K	Buy	1,209 +19	+2%	+$601	﹤0.01%	1136
2022 Q1	$37K	Buy	+1,190	New	+$37.5K	﹤0.01%	1119

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

Global Retirement Partners's INFL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026: 27 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #4134 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in INFL as recently as Q4 2025.

Global Retirement Partners first reported a position in INFL in Q1 2022 and has held it in 13 quarters since. The position peaked at $303K in Q2 2023. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Global Retirement Partners held 27 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.37K as of Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF was a new Global Retirement Partners position in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4134 holding.
Global Retirement Partners first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and has held it in 13 quarters since.
Global Retirement Partners's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $303K in Q2 2023.
172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.