Independent Financial Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Independent Financial Group’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	$1.66M	Sell	33,237 -20,749	-38%	-$1.08M	0.03%	508
2026 Q1	$2.81M	Buy	+53,986	New	+$2.73M	0.06%	321
2023 Q1	–	Sell	-23,224	Closed	-$731K	–	857
2022 Q4	$731K	Sell	23,224 -14,787	-39%	-$459K	0.06%	325
2022 Q3	$1.06M	Sell	38,011 -629	-2%	-$18.7K	0.1%	215
2022 Q2	$1.1M	Buy	38,640 +11,351	+42%	+$359K	0.12%	206
2022 Q1	$909K	Buy	27,289 +948	+4%	+$29.9K	0.07%	278
2021 Q4	$822K	Buy	26,341 +266	+1%	+$8.2K	0.07%	301
2021 Q3	$761K	Sell	26,075 -6,204	-19%	-$185K	0.08%	281
2021 Q2	$970K	Buy	+32,279	New	+$951K	0.1%	223

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 Financial Group's INFL Position: Q2 2026 in Review

Independent Financial Group reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 38% in Q2 2026, selling an estimated $1.08M and leaving 33,237 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #508.

Independent Financial Group first reported a position in INFL in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.81M in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Independent Financial Group held 33,237 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.66M as of Q2 2026.
Independent Financial Group sold 20,749 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $1.08M.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #508 holding.
Independent Financial Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 9 quarters since.
Independent Financial Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.81M in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.