Magnolia Private Wealth’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Magnolia Private Wealth’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 Q1	$300K	Buy	+5,759	New	+$291K	0.2%	101

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Magnolia Private Wealth's INFL Position: Q1 2026 in Review

Magnolia Private Wealth opened a new position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2026: 5,759 shares worth $300K. The stake represents 0.2% of the portfolio and ranks #101 among its holdings.

165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Magnolia Private Wealth held 5,759 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $300K as of Q1 2026.
Horizon Kinetics Inflation Beneficiaries ETF was a new Magnolia Private Wealth position in Q1 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.2% of Magnolia Private Wealth's portfolio in Q1 2026, its #101 holding.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.