Principia Wealth Advisory’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Principia Wealth Advisory’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	$422K	Buy	8,465 +330	+4%	+$17.2K	0.21%	53
2026 Q1	$423K	Sell	8,135 -1,520	-16%	-$76.8K	0.24%	50
2025 Q4	$429K	Buy	9,655 +465	+5%	+$20.5K	0.27%	49
2025 Q3	$411K	Buy	9,190 +352	+4%	+$15K	0.28%	48
2025 Q2	$372K	Buy	8,838 +1,069	+14%	+$44.1K	0.32%	37
2025 Q1	$299K	Buy	7,769 +1,184	+18%	+$47.4K	0.29%	37
2024 Q4	$251K	Buy	+6,585	New	+$263K	0.24%	40

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

Principia Wealth Advisory's INFL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 4.1% in Q2 2026, buying an estimated $17.2K and bringing the position to 8,465 shares worth $422K. The position accounts for 0.21% of the portfolio, ranked #53.

Principia Wealth Advisory first reported a position in INFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q4 2025. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Principia Wealth Advisory held 8,465 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $422K as of Q2 2026.
Principia Wealth Advisory bought 330 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $17.2K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.21% of Principia Wealth Advisory's portfolio in Q2 2026, its #53 holding.
Principia Wealth Advisory first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $429K in Q4 2025.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.