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Spire Wealth Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Spire Wealth Management’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 		$2.16M Buy
43,294
+70
+0.2% +$3.64K 0.07% 261
2026
Q1 		$2.25M Sell
43,224
-1,992
-4% -$101K 0.08% 238
2025
Q4 		$2.01M Buy
45,216
+594
+1% +$26.2K 0.07% 252
2025
Q3 		$1.99M Sell
44,622
-363
-0.8% -$15.5K 0.07% 236
2025
Q2 		$1.9M Sell
44,985
-749
-2% -$30.9K 0.07% 243
2025
Q1 		$1.86M Sell
45,734
-2,883
-6% -$115K 0.06% 280
2024
Q4 		$1.85M Sell
48,617
-183
-0.4% -$7.32K 0.06% 255
2024
Q3 		$1.83M Sell
48,800
-9,430
-16% -$339K 0.06% 250
2024
Q2 		$1.9M Sell
58,230
-3,005
-5% -$98.4K 0.07% 240
2024
Q1 		$1.99M Sell
61,235
-490
-0.8% -$15.1K 0.04% 252
2023
Q4 		$1.88M Sell
61,725
-3,564
-5% -$109K 0.06% 253
2023
Q3 		$1.99M Buy
65,289
+498
+0.8% +$15.6K 0.08% 220
2023
Q2 		$1.98M Buy
64,791
+285
+0.4% +$8.72K 0.07% 236
2023
Q1 		$1.99M Buy
64,506
+2,530
+4% +$79K 0.08% 231
2022
Q4 		$1.95M Buy
61,976
+2,716
+5% +$84.2K 0.11% 160
2022
Q3 		$1.65M Sell
59,260
-3,282
-5% -$97.8K 0.1% 150
2022
Q2 		$1.78M Buy
62,542
+58,840
+1,589% +$1.86M 0.07% 221
2022
Q1 		$123K Buy
+3,702
New +$117K ﹤0.01% 1097

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

Spire Wealth Management's INFL Position: Q2 2026 in Review

Spire Wealth Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.16% in Q2 2026, buying an estimated $3.64K and bringing the position to 43,294 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #261.

Spire Wealth Management first reported a position in INFL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.25M in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Spire Wealth Management held 43,294 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $2.16M as of Q2 2026.
  • Spire Wealth Management bought 70 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $3.64K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Spire Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2022 and has held it in 18 quarters since.
  • Spire Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.25M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.