Sonoma Allocations
INFL icon

Sonoma Allocations’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Sonoma Allocations’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 		– Sell
-6,682
Closed -$353K – 135
2026
Q1 		$353K Buy
+6,682
New +$337K 0.12% 116

Other funds holding INFL

Oxford Financial Group
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
One Charles Private Wealth Services
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 $77B AUM 19.24% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sonoma Allocations's INFL Position: Q2 2026 in Review

Sonoma Allocations sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026, closing a stake of 6,682 shares — an estimated $353K sold.

Sonoma Allocations first reported a position in INFL in Q1 2026 and held it in 1 quarter. The position peaked at $353K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Sonoma Allocations reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 6,682 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $353K.
  • Sonoma Allocations first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2026 and held it in 1 quarter.
  • Sonoma Allocations's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $353K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.