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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
Q3 		$409K Sell
8,154
-25,083
-75% -$1.32M 0.01% 1101
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

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's INFL Position: Q3 2026 in Review

Independent Financial Group reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 75% in Q3 2026, selling an estimated $1.32M and leaving 8,154 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #1101.

Independent Financial Group first reported a position in INFL in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.81M in Q1 2026. 9 funds tracked by Wall St. Rank hold INFL as of Q3 2026.

  • Independent Financial Group held 8,154 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $409K as of Q3 2026.
  • Independent Financial Group sold 25,083 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2026, an estimated $1.32M.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1101 holding.
  • Independent Financial Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 10 quarters since.
  • Independent Financial Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.81M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.