MLA
INFL icon

MB, Levis & Associates’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

MB, Levis & Associates’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 		– Sell
-200
Closed -$10.4K – 260
2026
Q1 		$10.4K Buy
+200
New +$10.1K ﹤0.01% 165

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

MB, Levis & Associates's INFL Position: Q2 2026 in Review

MB, Levis & Associates sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026, closing a stake of 200 shares — an estimated $10.4K sold.

MB, Levis & Associates first reported a position in INFL in Q1 2026 and held it in 1 quarter. The position peaked at $10.4K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • MB, Levis & Associates reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2026 after selling out during the quarter.
  • MB, Levis & Associates sold 200 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $10.4K.
  • MB, Levis & Associates first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2026 and held it in 1 quarter.
  • MB, Levis & Associates's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $10.4K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.