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

Straight Path 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	$952K	Buy	19,080 +175	+0.9%	+$9.11K	0.22%	43
2026 Q1	$984K	Buy	18,905 +350	+2%	+$17.7K	0.26%	34
2025 Q4	$825K	Buy	18,555 +1,450	+8%	+$64K	0.22%	44
2025 Q3	$765K	Sell	17,105 -250	-1%	-$10.6K	0.21%	55
2025 Q2	$732K	Buy	17,355 +600	+4%	+$24.7K	0.25%	39
2025 Q1	$681K	Buy	16,755 +2,575	+18%	+$103K	0.28%	36
2024 Q4	$540K	Buy	+14,180	New	+$567K	0.21%	40

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

Straight Path Wealth Management's INFL Position: Q2 2026 in Review

Straight Path Wealth Management increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.93% in Q2 2026, buying an estimated $9.11K and bringing the position to 19,080 shares worth $952K. The position accounts for 0.22% of the portfolio, ranked #43.

Straight Path Wealth Management first reported a position in INFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $984K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Straight Path Wealth Management held 19,080 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $952K as of Q2 2026.
Straight Path Wealth Management bought 175 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $9.11K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.22% of Straight Path Wealth Management's portfolio in Q2 2026, its #43 holding.
Straight Path Wealth Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2024 and has held it in 7 quarters since.
Straight Path Wealth Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $984K in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.