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

Sound Portfolio 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 		$431K Buy
+8,650
New +$450K 0.31% 37

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

Sound Portfolio Advisors's INFL Position: Q2 2026 in Review

Sound Portfolio Advisors opened a new position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026: 8,650 shares worth $431K. The stake represents 0.31% of the portfolio and ranks #37 among its holdings.

172 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Sound Portfolio Advisors held 8,650 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $431K as of Q2 2026.
  • Horizon Kinetics Inflation Beneficiaries ETF was a new Sound Portfolio Advisors position in Q2 2026.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.31% of Sound Portfolio Advisors's portfolio in Q2 2026, its #37 holding.
  • 172 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Sound Portfolio Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.