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 Q2	$7.91M	Buy	158,665 +8,738	+6%	+$455K	3.18%	9
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 $1.97B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Family Office's INFL Position: Q2 2026 in Review

Independent Family Office increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 5.8% in Q2 2026, buying an estimated $455K and bringing the position to 158,665 shares worth $7.91M. The position accounts for 3.18% of the portfolio, ranked #9.

Independent Family Office first reported a position in INFL in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Independent Family Office held 158,665 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $7.91M as of Q2 2026.
Independent Family Office bought 8,738 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $455K.
Horizon Kinetics Inflation Beneficiaries ETF made up 3.18% of Independent Family Office's portfolio in Q2 2026, its #9 holding.
Independent Family Office first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.