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 Q3	–	Sell	-7,000	Closed	-$349K	–	1519
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

Oxford Financial Group Carmel, Indiana $2.01B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Perigon Wealth Management's INFL Position: Q3 2026 in Review

Perigon Wealth Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q3 2026, closing a stake of 7,000 shares — an estimated $349K sold.

Perigon Wealth Management first reported a position in INFL in Q4 2024 and held it in 7 quarters. The position peaked at $625K in Q1 2026. 156 funds tracked by Wall St. Rank hold INFL as of Q3 2026.

Perigon Wealth Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 7,000 Horizon Kinetics Inflation Beneficiaries ETF shares in Q3 2026, an estimated $349K.
Perigon Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and held it in 7 quarters.
Perigon Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $625K in Q1 2026.
156 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.