Pillsbury Lake Capital’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Pillsbury Lake Capital’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	$5.82M	Buy	176,270 +46,295	+36%	+$2.41M	1.59%	30
2026 Q1	$4.29M	Buy	+129,975	New	+$6.56M	1.94%	24

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

Pillsbury Lake Capital's INFL Position: Q2 2026 in Review

Pillsbury Lake Capital increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 36% in Q2 2026, buying an estimated $2.41M and bringing the position to 176,270 shares worth $5.82M. The position accounts for 1.59% of the portfolio, ranked #30.

Pillsbury Lake Capital first reported a position in INFL in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Pillsbury Lake Capital held 176,270 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $5.82M as of Q2 2026.
Pillsbury Lake Capital bought 46,295 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $2.41M.
Horizon Kinetics Inflation Beneficiaries ETF made up 1.59% of Pillsbury Lake Capital's portfolio in Q2 2026, its #30 holding.
Pillsbury Lake Capital first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2026 and has held it in 2 quarters since.
172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Pillsbury Lake Capital's 13F filing for Q2 2026, filed 14 Aug 2026.