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&Partners’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

&Partners’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 		$327K Sell
6,550
-64
-1% -$3.33K ﹤0.01% 2090
2026
Q1 		$344K Sell
6,614
-1,281
-16% -$64.7K ﹤0.01% 1900
2025
Q4 		$351K Buy
+7,895
New +$348K ﹤0.01% 1823

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

&Partners's INFL Position: Q2 2026 in Review

&Partners reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.97% in Q2 2026, selling an estimated $3.33K and leaving 6,550 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

&Partners first reported a position in INFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $351K in Q4 2025. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • &Partners held 6,550 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $327K as of Q2 2026.
  • &Partners sold 64 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.33K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2090 holding.
  • &Partners first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 3 quarters since.
  • &Partners's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $351K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.