IA
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IFP Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

IFP 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 		$5.17M Sell
103,698
-5,922
-5% -$308K 0.09% 239
2026
Q1 		$5.71M Sell
109,620
-3,584
-3% -$181K 0.12% 195
2025
Q4 		$5.03M Buy
113,204
+2,381
+2% +$105K 0.11% 197
2025
Q3 		$4.95M Buy
110,823
+375
+0.3% +$16K 0.13% 178
2025
Q2 		$4.66M Sell
110,448
-5,800
-5% -$239K 0.13% 173
2025
Q1 		$4.77M Buy
116,248
+13,257
+13% +$531K 0.15% 153
2024
Q4 		$3.92M Buy
102,991
+79,607
+340% +$3.18M 0.13% 170
2024
Q3 		$879K Hold
23,384
– – 0.03% 509
2024
Q2 		$764K Sell
23,384
-1,660
-7% -$54.4K 0.03% 515
2024
Q1 		$815K Sell
25,044
-1
-0% -$31 0.04% 463
2023
Q4 		$788K Sell
25,045
-1,488
-6% -$45.4K 0.04% 449
2023
Q3 		$808K Sell
26,533
-16
-0.1% -$502 0.04% 453
2023
Q2 		$812K Buy
26,549
+27
+0.1% +$826 0.03% 490
2023
Q1 		$670K Sell
26,522
-26,644
-50% -$832K 0.03% 498
2022
Q4 		$1.34M Sell
53,166
-12,033
-18% -$373K 0.04% 508
2022
Q3 		$1.71M Buy
65,199
+6,967
+12% +$208K 0.04% 452
2022
Q2 		$1.54M Hold
58,232
– – 0.05% 438
2022
Q1 		$1.54M Buy
58,232
+41,108
+240% +$1.3M 0.05% 438
2021
Q4 		$589K Buy
17,124
+3,088
+22% +$95.2K 0.01% 543
2021
Q3 		$470K Buy
14,036
+20
+0.1% +$598 0.01% 608
2021
Q2 		$410K Buy
+14,016
New +$413K 0.01% 615

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

IFP Advisors's INFL Position: Q2 2026 in Review

IFP Advisors reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 5.4% in Q2 2026, selling an estimated $308K and leaving 103,698 shares worth $5.17M. The position accounts for 0.09% of the portfolio, ranked #239.

IFP Advisors first reported a position in INFL in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.71M in Q1 2026. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • IFP Advisors held 103,698 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $5.17M as of Q2 2026.
  • IFP Advisors sold 5,922 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $308K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #239 holding.
  • IFP Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 21 quarters since.
  • IFP Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $5.71M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.