MAI Capital Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

MAI Capital 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	$13.6M	Buy	271,806 +15,652	+6%	+$815K	0.05%	289
2026 Q1	$13.3M	Buy	256,154 +4,642	+2%	+$234K	0.08%	237
2025 Q4	$11.2M	Buy	251,512 +251,382	+193,371%	+$11.1M	0.06%	252
2025 Q3	$5.81K	Buy	+130	New	+$5.54K	﹤0.01%	2963

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

MAI Capital Management's INFL Position: Q2 2026 in Review

MAI Capital Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 6.1% in Q2 2026, buying an estimated $815K and bringing the position to 271,806 shares worth $13.6M. The position accounts for 0.05% of the portfolio, ranked #289.

MAI Capital Management first reported a position in INFL in Q3 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

MAI Capital Management held 271,806 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $13.6M as of Q2 2026.
MAI Capital Management bought 15,652 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $815K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.05% of MAI Capital Management's portfolio in Q2 2026, its #289 holding.
MAI Capital Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2025 and has held it in 4 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.