Morgan Stanley
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Morgan Stanley’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Morgan Stanley’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 		$2.03M Buy
40,665
+7,634
+23% +$397K ﹤0.01% 4846
2026
Q1 		$1.72M Sell
33,031
-99
-0.3% -$5K ﹤0.01% 4859
2025
Q4 		$1.47M Buy
33,130
+174
+0.5% +$7.68K ﹤0.01% 4989
2025
Q3 		$1.47M Buy
32,956
+543
+2% +$23.1K ﹤0.01% 4956
2025
Q2 		$1.37M Buy
32,413
+26,269
+428% +$1.08M ﹤0.01% 4940
2025
Q1 		$250K Buy
6,144
+196
+3% +$7.84K ﹤0.01% 5647
2024
Q4 		$227K Sell
5,948
-893
-13% -$35.7K ﹤0.01% 5742
2024
Q3 		$257K Buy
6,841
+923
+16% +$33.2K ﹤0.01% 5658
2024
Q2 		$193K Sell
5,918
-249
-4% -$8.15K ﹤0.01% 5695
2024
Q1 		$201K Sell
6,167
-4,219
-41% -$130K ﹤0.01% 5730
2023
Q4 		$327K Buy
10,386
+877
+9% +$26.8K ﹤0.01% 5506
2023
Q3 		$289K Sell
9,509
-724
-7% -$22.7K ﹤0.01% 5419
2023
Q2 		$313K Buy
10,233
+156
+2% +$4.77K ﹤0.01% 5448
2023
Q1 		$311K Buy
10,077
+1,409
+16% +$44K ﹤0.01% 5501
2022
Q4 		$273K Buy
8,668
+1,405
+19% +$43.6K ﹤0.01% 5542
2022
Q3 		$203K Buy
7,263
+360
+5% +$10.7K ﹤0.01% 5719
2022
Q2 		$197K Buy
6,903
+1,145
+20% +$36.2K ﹤0.01% 5907
2022
Q1 		$192K Buy
5,758
+1,931
+50% +$60.9K ﹤0.01% 5945
2021
Q4 		$119K Buy
3,827
+451
+13% +$13.9K ﹤0.01% 6339
2021
Q3 		$98K Sell
3,376
-575
-15% -$17.2K ﹤0.01% 6392
2021
Q2 		$119K Buy
+3,951
New +$116K ﹤0.01% 6278

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 22.9% 1-Year Est. Return

Morgan Stanley's INFL Position: Q2 2026 in Review

Morgan Stanley increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 23% in Q2 2026, buying an estimated $397K and bringing the position to 40,665 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #4846.

Morgan Stanley first reported a position in INFL in Q2 2021 and has held it in 21 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Morgan Stanley held 40,665 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $2.03M as of Q2 2026.
  • Morgan Stanley bought 7,634 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $397K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4846 holding.
  • Morgan Stanley first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 21 quarters since.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.