Sigma Planning Corp’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Sigma Planning Corp’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	$453K	Sell	9,077 -427	-4%	-$22.2K	0.01%	958
2026 Q1	$495K	Buy	9,504 +2	+0%	+$101	0.01%	836
2025 Q4	$422K	Buy	9,502 +5	+0.1%	+$221	0.01%	862
2025 Q3	$424K	Buy	9,497 +109	+1%	+$4.64K	0.01%	884
2025 Q2	$396K	Buy	9,388 +9	+0.1%	+$371	0.01%	876
2025 Q1	$381K	Buy	9,379 +498	+6%	+$19.9K	0.01%	836
2024 Q4	$338K	Buy	8,881 +3,262	+58%	+$130K	0.01%	891
2024 Q3	$211K	Buy	+5,619	New	+$202K	0.01%	1110
2023 Q4	–	Sell	-11,410	Closed	-$347K	–	1018
2023 Q3	$347K	Buy	11,410 +5	+0%	+$157	0.01%	860
2023 Q2	$349K	Sell	11,405 -10,225	-47%	-$313K	0.01%	872
2023 Q1	$667K	Sell	21,630 -1,309	-6%	-$40.9K	0.02%	688
2022 Q4	$722K	Buy	+22,939	New	+$711K	0.03%	613

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

Sigma Planning Corp's INFL Position: Q2 2026 in Review

Sigma Planning Corp reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 4.5% in Q2 2026, selling an estimated $22.2K and leaving 9,077 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #958.

Sigma Planning Corp first reported a position in INFL in Q4 2022 and has held it in 12 quarters since. The position peaked at $722K in Q4 2022. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Sigma Planning Corp held 9,077 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $453K as of Q2 2026.
Sigma Planning Corp sold 427 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $22.2K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #958 holding.
Sigma Planning Corp first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2022 and has held it in 12 quarters since.
Sigma Planning Corp's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $722K in Q4 2022.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.