Kestra Investment Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Kestra Investment Management’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	$7.76M	Buy	155,518 +9,117	+6%	+$475K	0.15%	69
2026 Q1	$7.62M	Sell	146,401 -10,382	-7%	-$524K	0.13%	62
2025 Q4	$6.97M	Buy	156,783 +3,511	+2%	+$155K	0.17%	65
2025 Q3	$6.85M	Buy	153,272 +3,619	+2%	+$154K	0.18%	59
2025 Q2	$6.31M	Sell	149,653 -129,049	-46%	-$5.32M	0.19%	57
2025 Q1	$11.3M	Buy	+278,702	New	+$11.2M	0.35%	49

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 Investment Management's INFL Position: Q2 2026 in Review

Kestra Investment Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 6.2% in Q2 2026, buying an estimated $475K and bringing the position to 155,518 shares worth $7.76M. The position accounts for 0.15% of the portfolio, ranked #69.

Kestra Investment Management first reported a position in INFL in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.3M in Q1 2025. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Kestra Investment Management held 155,518 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $7.76M as of Q2 2026.
Kestra Investment Management bought 9,117 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $475K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.15% of Kestra Investment Management's portfolio in Q2 2026, its #69 holding.
Kestra Investment Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and has held it in 6 quarters since.
Kestra Investment Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $11.3M in Q1 2025.
172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.