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Mark Sheptoff Financial Planning’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Mark Sheptoff Financial Planning’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 		$37.3K Hold
747
– – 0.02% 213
2026
Q1 		$39.5K Buy
+747
New +$37.7K 0.02% 199
2021
Q3 		– Sell
-300
Closed -$9K – 404
2021
Q2 		$9K Buy
+300
New +$8.84K ﹤0.01% 335

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

Mark Sheptoff Financial Planning's INFL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q2 2026 at 747 shares worth $37.3K. The position accounts for 0.02% of the portfolio, ranked #213.

Mark Sheptoff Financial Planning first reported a position in INFL in Q2 2021 and has held it in 3 quarters since. The position peaked at $39.5K in Q1 2026. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 747 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $37.3K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q2 2026.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #213 holding.
  • Mark Sheptoff Financial Planning first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $39.5K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.