Ritholtz Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Ritholtz 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 Q2	$230K	Sell	4,617 -3,679	-44%	-$191K	﹤0.01%	1179
2026 Q1	$432K	Buy	+8,296	New	+$419K	0.01%	837

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

Ritholtz Wealth Management's INFL Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 44% in Q2 2026, selling an estimated $191K and leaving 4,617 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Ritholtz Wealth Management first reported a position in INFL in Q1 2026 and has held it in 2 quarters since. The position peaked at $432K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Ritholtz Wealth Management held 4,617 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $230K as of Q2 2026.
Ritholtz Wealth Management sold 3,679 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $191K.
Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1179 holding.
Ritholtz Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2026 and has held it in 2 quarters since.
Ritholtz Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $432K in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.