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

NewEdge Wealth’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 		$4.4M Buy
88,203
+6
+0% +$312 0.04% 267
2026
Q1 		$4.59M Buy
88,197
+4
+0% +$202 0.05% 232
2025
Q4 		$3.92M Sell
88,193
-93
-0.1% -$4.11K 0.04% 291
2025
Q3 		$3.83M Buy
88,286
+2,728
+3% +$116K 0.05% 253
2025
Q2 		$3.59M Buy
85,558
+11
+0% +$454 0.06% 259
2025
Q1 		$3.48M Sell
85,547
-751
-0.9% -$30.1K 0.06% 243
2024
Q4 		$3.29M Buy
86,298
+12
+0% +$480 0.06% 257
2024
Q3 		$3.24M Sell
86,286
-13,870
-14% -$498K 0.06% 278
2024
Q2 		$3.27M Buy
100,156
+107
+0.1% +$3.5K 0.07% 231
2024
Q1 		$3.19M Sell
100,049
-799
-0.8% -$24.7K 0.07% 232
2023
Q4 		$3.17M Sell
100,848
-50,327
-33% -$1.54M 0.08% 214
2023
Q3 		$4.6M Sell
151,175
-5,307
-3% -$166K 0.15% 137
2023
Q2 		$4.78M Sell
156,482
-191,422
-55% -$5.86M 0.16% 132
2023
Q1 		$10.7M Buy
347,904
+21,134
+6% +$660K 0.41% 72
2022
Q4 		$10.3M Sell
326,770
-1,832
-0.6% -$56.8K 0.44% 65
2022
Q3 		$9.14M Sell
328,602
-8,260
-2% -$246K 0.43% 66
2022
Q2 		$9.61M Buy
336,862
+1,610
+0.5% +$50.9K 0.44% 61
2022
Q1 		$11.2M Buy
335,252
+6,333
+2% +$200K 0.5% 50
2021
Q4 		$10.3M Buy
328,919
+51,303
+18% +$1.58M 0.43% 59
2021
Q3 		$8.11M Buy
277,616
+71,859
+35% +$2.15M 0.48% 54
2021
Q2 		$6.18M Buy
205,757
+166,432
+423% +$4.9M 0.47% 72
2021
Q1 		$1.07M Buy
+39,325
New +$1.02M 0.11% 152

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

NewEdge Wealth's INFL Position: Q2 2026 in Review

NewEdge Wealth increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.01% in Q2 2026, buying an estimated $312 and bringing the position to 88,203 shares worth $4.4M. The position accounts for 0.04% of the portfolio, ranked #267.

NewEdge Wealth first reported a position in INFL in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.2M in Q1 2022. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • NewEdge Wealth held 88,203 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $4.4M as of Q2 2026.
  • NewEdge Wealth bought 6 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $312.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #267 holding.
  • NewEdge Wealth first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $11.2M in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.