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

Lionsbridge 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	$2.03M	Sell	40,794 -2,078	-5%	-$108K	2%	17
2026 Q1	$2.23M	Buy	42,872 +422	+1%	+$21.3K	2.24%	15
2025 Q4	$1.89M	Sell	42,450 -174	-0.4%	-$7.68K	1.91%	19
2025 Q3	$1.91M	Buy	42,624 +918	+2%	+$39.1K	1.88%	18
2025 Q2	$1.76M	Sell	41,706 -764	-2%	-$31.5K	1.75%	19
2025 Q1	$1.73M	Sell	42,470 -8,069	-16%	-$323K	1.53%	24
2024 Q4	$1.92M	Buy	+50,539	New	+$2.02M	1.62%	24
2023 Q2	–	Sell	-73,185	Closed	-$2.26M	–	47
2023 Q1	$2.26M	Sell	73,185 -2,794	-4%	-$87.2K	2.08%	17
2022 Q4	$2.39M	Buy	75,979 +49,994	+192%	+$1.55M	2.33%	11
2022 Q3	$723K	Buy	25,985 +669	+3%	+$19.9K	1.04%	25
2022 Q2	$722K	Buy	+25,316	New	+$801K	0.83%	33

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

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

Lionsbridge Wealth Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 4.8% in Q2 2026, selling an estimated $108K and leaving 40,794 shares worth $2.03M. The position accounts for 2% of the portfolio, ranked #17.

Lionsbridge Wealth Management first reported a position in INFL in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2022. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Lionsbridge Wealth Management held 40,794 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $2.03M as of Q2 2026.
Lionsbridge Wealth Management sold 2,078 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $108K.
Horizon Kinetics Inflation Beneficiaries ETF made up 2% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #17 holding.
Lionsbridge Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and has held it in 11 quarters since.
Lionsbridge Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.39M in Q4 2022.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

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