Larson Financial Group
INFL icon

Larson Financial Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Larson Financial Group’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 		$78.2K Sell
1,567
-60
-4% -$3.12K ﹤0.01% 1315
2026
Q1 		$84.7K Hold
1,627
– – ﹤0.01% 1073
2025
Q4 		$72.3K Buy
+1,627
New +$71.8K ﹤0.01% 1061
2025
Q2 		– Sell
-1,019
Closed -$41.4K – 3390
2025
Q1 		$41.4K Buy
+1,019
New +$40.8K ﹤0.01% 1099

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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 22.9% 1-Year Est. Return

Larson Financial Group's INFL Position: Q2 2026 in Review

Larson Financial Group reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 3.7% in Q2 2026, selling an estimated $3.12K and leaving 1,567 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Larson Financial Group first reported a position in INFL in Q1 2025 and has held it in 4 quarters since. The position peaked at $84.7K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Larson Financial Group held 1,567 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $78.2K as of Q2 2026.
  • Larson Financial Group sold 60 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.12K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1315 holding.
  • Larson Financial Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $84.7K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.