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

Kestra Private Wealth 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	$4.05M	Buy	81,163 +36,655	+82%	+$1.91M	0.04%	394
2026 Q1	$2.32M	Sell	44,508 -1,315	-3%	-$66.4K	0.03%	506
2025 Q4	$2.04M	Buy	45,823 +17,678	+63%	+$780K	0.03%	538
2025 Q3	$1.26M	Buy	+28,145	New	+$1.2M	0.02%	684

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 22.9% 1-Year Est. Return

Kestra Private Wealth Services's INFL Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 82% in Q2 2026, buying an estimated $1.91M and bringing the position to 81,163 shares worth $4.05M. The position accounts for 0.04% of the portfolio, ranked #394.

Kestra Private Wealth Services first reported a position in INFL in Q3 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Kestra Private Wealth Services held 81,163 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $4.05M as of Q2 2026.
Kestra Private Wealth Services bought 36,655 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $1.91M.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #394 holding.
Kestra Private Wealth Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2025 and has held it in 4 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

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