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Guardian Wealth Advisors (North Carolina)’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$6.08M Buy
116,707
+10,748
+10% +$543K 0.38% 47
2025
Q4 		$4.71M Buy
105,959
+5,628
+6% +$248K 0.29% 55
2025
Q3 		$4.48M Buy
100,331
+4,327
+5% +$184K 0.29% 55
2025
Q2 		$4.05M Buy
96,004
+6,086
+7% +$251K 0.29% 52
2025
Q1 		$3.66M Buy
89,918
+5,817
+7% +$233K 0.29% 54
2024
Q4 		$3.2M Sell
84,101
-8,686
-9% -$347K 0.25% 58
2024
Q3 		$3.49M Buy
92,787
+2,686
+3% +$96.5K 0.37% 42
2024
Q2 		$2.94M Buy
90,101
+2,040
+2% +$66.8K 0.34% 40
2024
Q1 		$2.87M Sell
88,061
-23,089
-21% -$712K 0.35% 41
2023
Q4 		$3.5M Sell
111,150
-6,520
-6% -$199K 0.53% 32
2023
Q3 		$3.58M Sell
117,670
-281,113
-70% -$8.81M 0.61% 29
2023
Q2 		$12.2M Sell
398,783
-797
-0.2% -$24.4K 2.09% 12
2023
Q1 		$12.3M Buy
399,580
+21,478
+6% +$671K 2.16% 11
2022
Q4 		$11.9M Sell
378,102
-197,841
-34% -$6.14M 2.29% 9
2022
Q3 		$16M Buy
575,943
+3,521
+0.6% +$105K 2.99% 7
2022
Q2 		$16.3M Buy
572,422
+414,096
+262% +$13.1M 2.98% 7
2022
Q1 		$5.27M Buy
158,326
+9,508
+6% +$300K 2.27% 10
2021
Q4 		$4.64M Buy
+148,818
New +$4.59M 2% 10

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s INFL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 10% in Q1 2026, buying an estimated $543K and bringing the position to 116,707 shares worth $6.08M. The position accounts for 0.38% of the portfolio, ranked #47.

Guardian Wealth Advisors (North Carolina) first reported a position in INFL in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.3M in Q2 2022. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 116,707 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $6.08M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 10,748 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $543K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.38% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #47 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Horizon Kinetics Inflation Beneficiaries ETF position peaked at $16.3M in Q2 2022.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.