Phillips Financial Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Phillips Financial 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	$1.09M	Buy	21,756 +940	+5%	+$48.9K	0.08%	105
2026 Q1	$1.08M	Hold	20,816	–	–	0.08%	108
2025 Q4	$925K	Hold	20,816	–	–	0.06%	117
2025 Q3	$930K	Hold	20,816	–	–	0.06%	118
2025 Q2	$871K	Buy	+20,816	New	+$858K	0.06%	111

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

Phillips Financial Management's INFL Position: Q2 2026 in Review

Phillips Financial Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 4.5% in Q2 2026, buying an estimated $48.9K and bringing the position to 21,756 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #105.

Phillips Financial Management first reported a position in INFL in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Phillips Financial Management held 21,756 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.09M as of Q2 2026.
Phillips Financial Management bought 940 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $48.9K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.08% of Phillips Financial Management's portfolio in Q2 2026, its #105 holding.
Phillips Financial Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2025 and has held it in 5 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.