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

Perigon Wealth Management’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	$349K	Sell	7,000 -5,000	-42%	-$260K	0.01%	1039
2026 Q1	$625K	Hold	12,000	–	–	0.01%	692
2025 Q4	$534K	Hold	12,000	–	–	0.01%	761
2025 Q3	$536K	Hold	12,000	–	–	0.01%	716
2025 Q2	$506K	Hold	12,000	–	–	0.01%	672
2025 Q1	$488K	Hold	12,000	–	–	0.01%	647
2024 Q4	$483K	Buy	+12,000	New	+$480K	0.01%	650

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

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

Perigon Wealth Management's INFL Position: Q2 2026 in Review

Perigon Wealth Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 42% in Q2 2026, selling an estimated $260K and leaving 7,000 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #1039.

Perigon Wealth Management first reported a position in INFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $625K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Perigon Wealth Management held 7,000 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $349K as of Q2 2026.
Perigon Wealth Management sold 5,000 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $260K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1039 holding.
Perigon Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 7 quarters since.
Perigon Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $625K in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.