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LM Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

LM Advisors’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 		$442K Buy
8,860
+8,466
+2,149% +$441K 0.05% 160
2026
Q1 		$7.57K Buy
394
+79
+25% +$3.99K 0.12% 112
2025
Q4 		$7.07K Sell
315
-6,759
-96% -$298K 0.13% 103
2025
Q3 		$316K Hold
7,074
– – 0.05% 169
2025
Q2 		$298K Buy
+7,074
New +$292K 0.04% 158

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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 22.96% 1-Year Est. Return

LM Advisors's INFL Position: Q2 2026 in Review

LM Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 2,149% in Q2 2026, buying an estimated $441K and bringing the position to 8,860 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #160.

LM Advisors first reported a position in INFL in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • LM Advisors held 8,860 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $442K as of Q2 2026.
  • LM Advisors bought 8,466 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $441K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.05% of LM Advisors's portfolio in Q2 2026, its #160 holding.
  • LM Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.