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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
Q2 		$6.42M Buy
128,631
+11,924
+10% +$621K 0.36% 47
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 $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s INFL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 10% in Q2 2026, buying an estimated $621K and bringing the position to 128,631 shares worth $6.42M. The position accounts for 0.36% of the portfolio, ranked #47.

Guardian Wealth Advisors (North Carolina) first reported a position in INFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.3M in Q2 2022. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 128,631 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $6.42M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 11,924 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $621K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.36% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 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 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Horizon Kinetics Inflation Beneficiaries ETF position peaked at $16.3M in Q2 2022.
  • 172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.