Independent Family Office’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Independent Family Office’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	$7.81M	Sell	149,927 -11,367	-7%	-$574K	3.21%	8
2025 Q4	$7.17M	Buy	161,294 +849	+0.5%	+$37.5K	2.99%	9
2025 Q3	$7.17M	Buy	160,445 +25,559	+19%	+$1.09M	3.03%	9
2025 Q2	$5.76M	Buy	134,886 +29,530	+28%	+$1.22M	2.67%	9
2025 Q1	$4.28M	Buy	105,356 +18,055	+21%	+$723K	2.25%	11
2024 Q4	$3.32M	Buy	+87,301	New	+$3.49M	1.73%	13

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Family Office's INFL Position: Q1 2026 in Review

Independent Family Office reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 7% in Q1 2026, selling an estimated $574K and leaving 149,927 shares worth $7.81M. The position accounts for 3.21% of the portfolio, ranked #8.

Independent Family Office first reported a position in INFL in Q4 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Independent Family Office held 149,927 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $7.81M as of Q1 2026.
Independent Family Office sold 11,367 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $574K.
Horizon Kinetics Inflation Beneficiaries ETF made up 3.21% of Independent Family Office's portfolio in Q1 2026, its #8 holding.
Independent Family Office first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.