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

Mezzasalma 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 Q2	$873K	Sell	17,504 -679	-4%	-$35.3K	0.18%	80
2026 Q1	$947K	Buy	18,183 +3,819	+27%	+$193K	0.24%	59
2025 Q4	$642K	Buy	14,364 +28	+0.2%	+$1.24K	0.15%	84
2025 Q3	$641K	Sell	14,336 -469	-3%	-$20K	0.16%	81
2025 Q2	$624K	Buy	14,805 +64	+0.4%	+$2.64K	0.19%	68
2025 Q1	$599K	Buy	14,741 +5,641	+62%	+$226K	0.21%	69
2024 Q4	$347K	Buy	+9,100	New	+$364K	0.11%	103

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

Mezzasalma Advisors's INFL Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 3.7% in Q2 2026, selling an estimated $35.3K and leaving 17,504 shares worth $873K. The position accounts for 0.18% of the portfolio, ranked #80.

Mezzasalma Advisors first reported a position in INFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $947K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Mezzasalma Advisors held 17,504 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $873K as of Q2 2026.
Mezzasalma Advisors sold 679 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $35.3K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.18% of Mezzasalma Advisors's portfolio in Q2 2026, its #80 holding.
Mezzasalma Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $947K in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.