IWM
INFL icon

IHT Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

IHT Wealth Management’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 		– Sell
-8,094
Closed -$421K – 1309
2026
Q1 		$421K Sell
8,094
-7,765
-49% -$392K 0.01% 887
2025
Q4 		$705K Buy
15,859
+900
+6% +$39.7K 0.02% 648
2025
Q3 		$669K Buy
14,959
+400
+3% +$17K 0.02% 646
2025
Q2 		$614K Buy
14,559
+168
+1% +$6.93K 0.02% 639
2025
Q1 		$585K Buy
14,391
+1,443
+11% +$57.8K 0.02% 620
2024
Q4 		$493K Sell
12,948
-86
-0.7% -$3.44K 0.02% 686
2024
Q3 		$490K Sell
13,034
-1,525
-10% -$54.8K 0.01% 732
2024
Q2 		$476K Sell
14,559
-143
-1% -$4.68K 0.02% 652
2024
Q1 		$479K Buy
14,702
+422
+3% +$13K 0.02% 653
2023
Q4 		$449K Buy
14,280
+960
+7% +$29.3K 0.02% 634
2023
Q3 		$405K Sell
13,320
-174
-1% -$5.46K 0.02% 621
2023
Q2 		$412K Buy
13,494
+485
+4% +$14.8K 0.02% 608
2023
Q1 		$401K Buy
13,009
+3,142
+32% +$98.1K 0.02% 589
2022
Q4 		$311K Buy
9,867
+384
+4% +$11.9K 0.02% 649
2022
Q3 		$264K Buy
9,483
+566
+6% +$16.9K 0.02% 666
2022
Q2 		$254K Buy
+8,917
New +$282K 0.02% 582

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

IHT Wealth Management's INFL Position: Q2 2026 in Review

IHT Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026, closing a stake of 8,094 shares — an estimated $421K sold.

IHT Wealth Management first reported a position in INFL in Q2 2022 and held it in 16 quarters. The position peaked at $705K in Q4 2025. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • IHT Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 8,094 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $421K.
  • IHT Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and held it in 16 quarters.
  • IHT Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $705K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.