Kestra Advisory Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Kestra Advisory Services’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	$411K	Buy	+8,244	New	+$429K	﹤0.01%	2482
2026 Q1	–	Sell	-2,042	Closed	-$90.8K	–	3731
2025 Q4	$90.8K	Buy	+2,042	New	+$90.1K	﹤0.01%	3505
2024 Q4	–	Sell	-32,092	Closed	-$1.21M	–	2737
2024 Q3	$1.21M	Sell	32,092 -1,710	-5%	-$61.5K	0.01%	1219
2024 Q2	$1.1M	Buy	33,802 +43	+0.1%	+$1.41K	0.01%	1259
2024 Q1	$1.1M	Sell	33,759 -936	-3%	-$28.9K	0.01%	1182
2023 Q4	$1.09M	Sell	34,695 -4,730	-12%	-$144K	0.01%	1079
2023 Q3	$1.2M	Sell	39,425 -617	-2%	-$19.3K	0.01%	913
2023 Q2	$1.22M	Sell	40,042 -3,125	-7%	-$95.6K	0.01%	892
2023 Q1	$1.33M	Sell	43,167 -1,187	-3%	-$37.1K	0.01%	817
2022 Q4	$1.4M	Sell	44,354 -3,075	-6%	-$95.4K	0.01%	904
2022 Q3	$1.32M	Buy	47,429 +721	+2%	+$21.5K	0.01%	838
2022 Q2	$1.33M	Sell	46,708 -1,138	-2%	-$36K	0.01%	837
2022 Q1	$1.59M	Sell	47,846 -4,093	-8%	-$129K	0.02%	756
2021 Q4	$1.62M	Buy	51,939 +21,453	+70%	+$661K	0.02%	768
2021 Q3	$890K	Buy	30,486 +3,293	+12%	+$98.4K	0.01%	1078
2021 Q2	$817K	Buy	27,193 +15,843	+140%	+$467K	0.01%	1041
2021 Q1	$308K	Buy	+11,350	New	+$295K	﹤0.01%	1448

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

Kestra Advisory Services's INFL Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026: 8,244 shares worth $411K. The stake represents ﹤0.01% of the portfolio and ranks #2482 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in INFL as recently as Q4 2025.

Kestra Advisory Services first reported a position in INFL in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.62M in Q4 2021. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Kestra Advisory Services held 8,244 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $411K as of Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF was a new Kestra Advisory Services position in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2482 holding.
Kestra Advisory Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and has held it in 17 quarters since.
Kestra Advisory Services's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.62M in Q4 2021.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.