NEPWA
INFL icon

New England Private Wealth Advisors’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

New England Private 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
Q2 		$306K Buy
5,988
+11
+0.2% +$573 0.03% 175
2026
Q1 		$311K Sell
5,977
-1,768
-23% -$89.3K 0.04% 157
2025
Q4 		$344K Buy
7,745
+10
+0.1% +$441 0.04% 143
2025
Q3 		$346K Buy
7,735
+10
+0.1% +$426 0.05% 141
2025
Q2 		$322K Buy
+7,725
New +$318K 0.05% 131
2025
Q1 		– Sell
-7,688
Closed -$293K – 152
2024
Q4 		$293K Buy
7,688
+23
+0.3% +$920 0.05% 124
2024
Q3 		$288K Buy
7,665
+19
+0.2% +$683 0.05% 123
2024
Q2 		$250K Sell
7,646
-9,766
-56% -$320K 0.04% 125
2024
Q1 		$567K Sell
17,412
-30,272
-63% -$934K 0.1% 90
2023
Q4 		$1.5M Sell
47,684
-53,358
-53% -$1.63M 0.28% 62
2023
Q3 		$3.08M Sell
101,042
-134,775
-57% -$4.23M 0.64% 39
2023
Q2 		$7.21M Sell
235,817
-191,356
-45% -$5.86M 1.46% 21
2023
Q1 		$13.2M Sell
427,173
-18,664
-4% -$583K 2.68% 11
2022
Q4 		$14M Sell
445,837
-15,206
-3% -$472K 2.98% 10
2022
Q3 		$12.8M Buy
461,043
+223,726
+94% +$6.67M 3.01% 10
2022
Q2 		$7.9M Sell
237,317
-15
-0% -$475 1.44% 20
2022
Q1 		$7.9M Buy
237,332
+80,102
+51% +$2.52M 1.44% 20
2021
Q4 		$4.91M Buy
157,230
+28,591
+22% +$881K 0.85% 27
2021
Q3 		$3.76M Buy
128,639
+54,440
+73% +$1.63M 0.7% 30
2021
Q2 		$2.23M Buy
+74,199
New +$2.19M 0.42% 38

Other funds holding INFL

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PC
Pecaut & Co Sioux City, Iowa $328M AUM 21.14% 1-Year Est. Return

New England Private Wealth Advisors's INFL Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.18% in Q2 2026, buying an estimated $573 and bringing the position to 5,988 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #175.

New England Private Wealth Advisors first reported a position in INFL in Q2 2021 and has held it in 20 quarters since. The position peaked at $14M in Q4 2022. 78 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • New England Private Wealth Advisors held 5,988 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $306K as of Q2 2026.
  • New England Private Wealth Advisors bought 11 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $573.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • New England Private Wealth Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2021 and has held it in 20 quarters since.
  • New England Private Wealth Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $14M in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.