KFG Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

KFG Wealth 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	$205K	Hold	4,105	–	–	0.02%	215
2026 Q1	$214K	Buy	+4,105	New	+$207K	0.03%	208

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

KFG Wealth Management's INFL Position: Q2 2026 in Review

KFG Wealth Management held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q2 2026 at 4,105 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #215.

KFG Wealth Management first reported a position in INFL in Q1 2026 and has held it in 2 quarters since. The position peaked at $214K in Q1 2026. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

KFG Wealth Management held 4,105 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $205K as of Q2 2026.
KFG Wealth Management left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.02% of KFG Wealth Management's portfolio in Q2 2026, its #215 holding.
KFG Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2026 and has held it in 2 quarters since.
KFG Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $214K in Q1 2026.
172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.