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

SFI Advisors’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 		$253K Sell
5,064
-293
-5% -$15.3K 0.22% 50
2026
Q1 		$279K Sell
5,357
-1,002
-16% -$50.6K 0.29% 44
2025
Q4 		$283K Buy
+6,359
New +$281K 0.18% 58

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFI Advisors's INFL Position: Q2 2026 in Review

SFI Advisors reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 5.5% in Q2 2026, selling an estimated $15.3K and leaving 5,064 shares worth $253K. The position accounts for 0.22% of the portfolio, ranked #50.

SFI Advisors first reported a position in INFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q4 2025. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • SFI Advisors held 5,064 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $253K as of Q2 2026.
  • SFI Advisors sold 293 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $15.3K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.22% of SFI Advisors's portfolio in Q2 2026, its #50 holding.
  • SFI Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 3 quarters since.
  • SFI Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $283K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.