Meridian Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Meridian Wealth Advisors’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	$1.35M	Hold	25,898	–	–	0.18%	81
2025 Q4	$1.15M	Buy	25,898 +5,520	+27%	+$244K	0.16%	80
2025 Q3	$911K	Buy	20,378 +5,600	+38%	+$238K	0.13%	90
2025 Q2	$623K	Buy	14,778 +4,810	+48%	+$198K	0.1%	104
2025 Q1	$405K	Hold	9,968	–	–	0.07%	124
2024 Q4	$380K	Hold	9,968	–	–	0.06%	132
2024 Q3	$375K	Buy	+9,968	New	+$358K	0.06%	137
2022 Q2	–	Sell	-17,602	Closed	-$586K	–	207
2022 Q1	$586K	Buy	17,602 +45	+0.3%	+$1.42K	0.14%	120
2021 Q4	$548K	Sell	17,557 -1,284	-7%	-$39.6K	0.13%	122
2021 Q3	$550K	Buy	18,841 +37	+0.2%	+$1.11K	0.15%	113
2021 Q2	$565K	Buy	+18,804	New	+$554K	0.16%	115

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 $237M AUM

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

Meridian Wealth Advisors's INFL Position: Q1 2026 in Review

Meridian Wealth Advisors held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q1 2026 at 25,898 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #81.

Meridian Wealth Advisors first reported a position in INFL in Q2 2021 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Meridian Wealth Advisors held 25,898 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.35M as of Q1 2026.
Meridian Wealth Advisors left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q1 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.18% of Meridian Wealth Advisors's portfolio in Q1 2026, its #81 holding.
Meridian Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 11 quarters since.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.