Savvy Advisors Inc’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Savvy Advisors Inc’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	$518K	Sell	10,388 -1,233	-11%	-$64.2K	0.01%	762
2026 Q1	$605K	Sell	11,621 -9,920	-46%	-$501K	0.02%	599
2025 Q4	$958K	Buy	+21,541	New	+$951K	0.03%	370

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

Savvy Advisors Inc's INFL Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 11% in Q2 2026, selling an estimated $64.2K and leaving 10,388 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #762.

Savvy Advisors Inc first reported a position in INFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $958K in Q4 2025. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Savvy Advisors Inc held 10,388 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $518K as of Q2 2026.
Savvy Advisors Inc sold 1,233 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $64.2K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #762 holding.
Savvy Advisors Inc first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 3 quarters since.
Savvy Advisors Inc's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $958K in Q4 2025.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.