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

OneDigital Investment 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	$4.07M	Buy	78,189 +3,209	+4%	+$162K	0.04%	307
2025 Q4	$3.33M	Buy	74,980 +455	+0.6%	+$20.1K	0.03%	344
2025 Q3	$3.33M	Buy	74,525 +1,383	+2%	+$58.9K	0.03%	315
2025 Q2	$3.08M	Buy	73,142 +183	+0.3%	+$7.54K	0.03%	325
2025 Q1	$2.97M	Sell	72,959 -684	-0.9%	-$27.4K	0.04%	314
2024 Q4	$2.8M	Sell	73,643 -4,885	-6%	-$195K	0.03%	350
2024 Q3	$2.95M	Sell	78,528 -978	-1%	-$35.1K	0.03%	348
2024 Q2	$2.6M	Buy	+79,506	New	+$2.6M	0.03%	363

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 $214M AUM

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

OneDigital Investment Advisors's INFL Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 4.3% in Q1 2026, buying an estimated $162K and bringing the position to 78,189 shares worth $4.07M. The position accounts for 0.04% of the portfolio, ranked #307.

OneDigital Investment Advisors first reported a position in INFL in Q2 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

OneDigital Investment Advisors held 78,189 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $4.07M as of Q1 2026.
OneDigital Investment Advisors bought 3,209 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $162K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q1 2026, its #307 holding.
OneDigital Investment Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2024 and has held it in 8 quarters since.
165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.