Trademark Financial Management’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Trademark Financial 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	–	Sell	-6,521	Closed	-$339K	–	111
2026 Q1	$339K	Buy	+6,521	New	+$329K	0.17%	81
2025 Q4	–	Sell	-9,524	Closed	-$426K	–	98
2025 Q3	$426K	Sell	9,524 -465	-5%	-$19.8K	0.25%	63
2025 Q2	$421K	Buy	9,989 +391	+4%	+$16.1K	0.26%	60
2025 Q1	$390K	Buy	+9,598	New	+$384K	0.3%	60

Other funds holding INFL

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Trademark Financial Management's INFL Position: Q2 2026 in Review

Trademark Financial Management sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2026, closing a stake of 6,521 shares — an estimated $339K sold.

Trademark Financial Management first reported a position in INFL in Q1 2025 and held it in 4 quarters. The position peaked at $426K in Q3 2025. 56 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Trademark Financial Management reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2026 after selling out during the quarter.
Trademark Financial Management sold 6,521 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $339K.
Trademark Financial Management first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2025 and held it in 4 quarters.
Trademark Financial Management's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $426K in Q3 2025.
56 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.