Jeff Yass’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Jeff Yass’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	$599K	Sell	12,000 -13,200	-52%	-$687K	﹤0.01%	9483
2026 Q1	$1.31M	Buy	25,200 +100	+0.4%	+$5.05K	﹤0.01%	7204
2025 Q4	$1.12M	Buy	25,100 +5,900	+31%	+$260K	﹤0.01%	6933
2025 Q3	$858K	Buy	19,200 +4,500	+31%	+$192K	﹤0.01%	7700
2025 Q2	$620K	Buy	+14,700	New	+$606K	﹤0.01%	8673
2023 Q1	–	Sell	-7,700	Closed	-$242K	–	13010
2022 Q4	$242K	Sell	7,700 -6,100	-44%	-$189K	﹤0.01%	9635
2022 Q3	$384K	Buy	13,800 +400	+3%	+$11.9K	﹤0.01%	9161
2022 Q2	$382K	Sell	13,400 -18,000	-57%	-$570K	﹤0.01%	8911
2022 Q1	$1.05M	Buy	31,400 +13,900	+79%	+$438K	﹤0.01%	6993
2021 Q4	$546K	Sell	17,500 -3,300	-16%	-$102K	﹤0.01%	8951
2021 Q3	$607K	Buy	20,800 +6,800	+49%	+$203K	﹤0.01%	8887
2021 Q2	$421K	Buy	+14,000	New	+$413K	﹤0.01%	9994

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

Jeff Yass's INFL Position: Q2 2026 in Review

Jeff Yass increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 69% in Q2 2026, buying an estimated $1.77M and bringing the position to 83,058 shares worth $4.14M. The position accounts for ﹤0.01% of the portfolio, ranked #4984.

Jeff Yass first reported a position in INFL in Q3 2021 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Jeff Yass held 83,058 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $4.14M as of Q2 2026.
Jeff Yass bought 34,056 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $1.77M.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4984 holding.
Jeff Yass first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2021 and has held it in 15 quarters since.
172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.