LPL Financial
INFL icon

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

LPL Financial’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 		$54.5M Buy
1,091,671
+123,216
+13% +$6.41M 0.01% 965
2026
Q1 		$50.4M Sell
968,455
-103,257
-10% -$5.21M 0.01% 914
2025
Q4 		$47.6M Buy
1,071,712
+3,192
+0.3% +$141K 0.01% 897
2025
Q3 		$47.8M Sell
1,068,520
-120,159
-10% -$5.12M 0.01% 869
2025
Q2 		$50.1M Buy
1,188,679
+51,398
+5% +$2.12M 0.02% 763
2025
Q1 		$46.2M Buy
1,137,281
+258,147
+29% +$10.3M 0.02% 714
2024
Q4 		$33.5M Buy
879,134
+232,250
+36% +$9.29M 0.01% 831
2024
Q3 		$24.3M Buy
646,884
+14,533
+2% +$522K 0.01% 943
2024
Q2 		$20.7M Sell
632,351
-35,779
-5% -$1.17M 0.01% 956
2024
Q1 		$21.8M Sell
668,130
-140,768
-17% -$4.34M 0.01% 910
2023
Q4 		$25.5M Sell
808,898
-179,083
-18% -$5.47M 0.02% 771
2023
Q3 		$30.1M Buy
987,981
+62,142
+7% +$1.95M 0.02% 631
2023
Q2 		$28.3M Buy
925,839
+2,562
+0.3% +$78.4K 0.02% 649
2023
Q1 		$28.5M Buy
923,277
+700,694
+315% +$21.9M 0.02% 611
2022
Q4 		$7.01M Buy
222,583
+22,426
+11% +$695K 0.01% 1245
2022
Q3 		$5.57M Buy
200,157
+156,760
+361% +$4.67M 0.01% 1308
2022
Q2 		$1.24M Buy
+43,397
New +$1.37M ﹤0.01% 2407

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial's INFL Position: Q2 2026 in Review

LPL Financial increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 13% in Q2 2026, buying an estimated $6.41M and bringing the position to 1,091,671 shares worth $54.5M. The position accounts for 0.01% of the portfolio, ranked #965.

LPL Financial first reported a position in INFL in Q2 2022 and has held it in 17 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • LPL Financial held 1,091,671 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $54.5M as of Q2 2026.
  • LPL Financial bought 123,216 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $6.41M.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #965 holding.
  • LPL Financial first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2022 and has held it in 17 quarters since.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.