Oxford Financial Group’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Oxford Financial Group’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	$193M	Sell	3,860,173 -87,279	-2%	-$4.54M	9.75%	2
2026 Q1	$206M	Sell	3,947,452 -27,525	-0.7%	-$1.39M	11.07%	2
2025 Q4	$177M	Sell	3,974,977 -15,169	-0.4%	-$669K	9.71%	3
2025 Q3	$178M	Sell	3,990,146 -12,446	-0.3%	-$530K	10.09%	2
2025 Q2	$169M	Buy	4,002,592 +7,015	+0.2%	+$289K	10.03%	3
2025 Q1	$162M	Buy	3,995,577 +66,474	+2%	+$2.66M	11.39%	2
2024 Q4	$150M	Buy	3,929,103 +1,622,676	+70%	+$64.9M	9.69%	3
2024 Q3	$86.7M	Buy	2,306,427 +208,936	+10%	+$7.51M	5.5%	6
2024 Q2	$68.5M	Buy	+2,097,491	New	+$68.7M	4.52%	6

Other funds holding INFL

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Oxford Financial Group's INFL Position: Q2 2026 in Review

Oxford Financial Group reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 2.2% in Q2 2026, selling an estimated $4.54M and leaving 3,860,173 shares worth $193M. The position accounts for 9.75% of the portfolio, ranked #2.

Oxford Financial Group first reported a position in INFL in Q2 2024 and has held it in 9 quarters since. The position peaked at $206M in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Oxford Financial Group held 3,860,173 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $193M as of Q2 2026.
Oxford Financial Group sold 87,279 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $4.54M.
Horizon Kinetics Inflation Beneficiaries ETF made up 9.75% of Oxford Financial Group's portfolio in Q2 2026, its #2 holding.
Oxford Financial Group first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2024 and has held it in 9 quarters since.
Oxford Financial Group's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $206M in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.