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JNBA Financial Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

JNBA Financial Advisors’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 		$756K Hold
15,165
– – 0.06% 121
2026
Q1 		$790K Sell
15,165
-1,050
-6% -$53K 0.07% 112
2025
Q4 		$721K Sell
16,215
-56
-0.3% -$2.47K 0.06% 122
2025
Q3 		$727K Sell
16,271
-670
-4% -$28.5K 0.07% 117
2025
Q2 		$714K Sell
16,941
-1,640
-9% -$67.6K 0.07% 112
2025
Q1 		$755K Sell
18,581
-3,743
-17% -$150K 0.08% 103
2024
Q4 		$850K Sell
22,324
-917
-4% -$36.7K 0.09% 96
2024
Q3 		$874K Sell
23,241
-49,644
-68% -$1.78M 0.09% 99
2024
Q2 		$2.38M Sell
72,885
-78,791
-52% -$2.58M 0.25% 54
2024
Q1 		$4.94M Sell
151,676
-118,618
-44% -$3.66M 0.52% 39
2023
Q4 		$8.51M Buy
270,294
+2,738
+1% +$83.6K 0.97% 30
2023
Q3 		$8.14M Buy
267,556
+8,888
+3% +$279K 1.02% 30
2023
Q2 		$7.91M Buy
258,668
+5,911
+2% +$181K 0.95% 30
2023
Q1 		$7.8M Buy
252,757
+4,993
+2% +$156K 1.01% 29
2022
Q4 		$7.8M Buy
247,764
+63,960
+35% +$1.98M 1.08% 27
2022
Q3 		$5.12M Buy
183,804
+24,476
+15% +$729K 0.79% 37
2022
Q2 		$4.55M Buy
159,328
+29,291
+23% +$927K 0.69% 38
2022
Q1 		$4.33M Buy
130,037
+25,126
+24% +$792K 0.57% 41
2021
Q4 		$3.27M Buy
104,911
+58,868
+128% +$1.81M 0.4% 48
2021
Q3 		$1.34M Buy
46,043
+44,478
+2,842% +$1.33M 0.18% 78
2021
Q2 		$47K Buy
+1,565
New +$46.1K 0.01% 293

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JNBA Financial Advisors's INFL Position: Q2 2026 in Review

JNBA Financial Advisors held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q2 2026 at 15,165 shares worth $756K. The position accounts for 0.06% of the portfolio, ranked #121.

JNBA Financial Advisors first reported a position in INFL in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.51M in Q4 2023. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • JNBA Financial Advisors held 15,165 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $756K as of Q2 2026.
  • JNBA Financial Advisors left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q2 2026.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.06% of JNBA Financial Advisors's portfolio in Q2 2026, its #121 holding.
  • JNBA Financial Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 21 quarters since.
  • JNBA Financial Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $8.51M in Q4 2023.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.