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

Leavell 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	$239K	Hold	4,801	–	–	0.01%	580
2026 Q1	$250K	Sell	4,801 -5,070	-51%	-$256K	0.01%	557
2025 Q4	$439K	Sell	9,871 -35,250	-78%	-$1.56M	0.02%	437
2025 Q3	$2.02M	Buy	45,121 +11,020	+32%	+$469K	0.09%	216
2025 Q2	$1.44M	Buy	+34,101	New	+$1.41M	0.06%	253
2022 Q3	–	Sell	-118,930	Closed	-$3.39M	–	435
2022 Q2	$3.39M	Buy	118,930 +19,175	+19%	+$607K	0.26%	104
2022 Q1	$3.32M	Sell	99,755 -5,375	-5%	-$169K	0.23%	115
2021 Q4	$3.28M	Buy	+105,130	New	+$3.24M	0.22%	117

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

Leavell Investment Management's INFL Position: Q2 2026 in Review

Leavell Investment Management held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q2 2026 at 4,801 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #580.

Leavell Investment Management first reported a position in INFL in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.39M in Q2 2022. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Leavell Investment Management held 4,801 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $239K as of Q2 2026.
Leavell Investment Management left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #580 holding.
Leavell Investment Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and has held it in 8 quarters since.
Leavell Investment Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $3.39M in Q2 2022.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.