Private Trust Company’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Private Trust Company’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	$37.4K	Hold	750	–	–	﹤0.01%	1513
2026 Q1	$39K	Hold	750	–	–	﹤0.01%	1410
2025 Q4	$33.3K	Hold	750	–	–	﹤0.01%	1435
2025 Q3	$33.5K	Sell	750 -115	-13%	-$4.9K	﹤0.01%	1423
2025 Q2	$36.5K	Buy	865 +769	+801%	+$31.7K	﹤0.01%	1340
2025 Q1	$3.9K	Sell	96 -2,681	-97%	-$107K	﹤0.01%	2120
2024 Q4	$106K	Buy	2,777 +2,670	+2,495%	+$107K	0.01%	907
2024 Q3	$4.02K	Buy	+107	New	+$3.85K	﹤0.01%	2016
2023 Q4	–	Sell	-3,583	Closed	-$109K	–	2366
2023 Q3	$109K	Buy	+3,583	New	+$112K	0.01%	768

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 22.9% 1-Year Est. Return

Private Trust Company's INFL Position: Q2 2026 in Review

Private Trust Company held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q2 2026 at 750 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Private Trust Company first reported a position in INFL in Q3 2023 and has held it in 9 quarters since. The position peaked at $109K in Q3 2023. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Private Trust Company held 750 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $37.4K as of Q2 2026.
Private Trust Company left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q2 2026.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1513 holding.
Private Trust Company first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2023 and has held it in 9 quarters since.
Private Trust Company's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $109K in Q3 2023.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.