Waterloo Capital’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Waterloo Capital’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	$5.82M	Buy	116,730 +18,790	+19%	+$978K	0.33%	71
2026 Q1	$5.1M	Sell	97,940 -2,101	-2%	-$106K	0.36%	67
2025 Q4	$4.45M	Buy	100,041 +1,845	+2%	+$81.4K	0.32%	74
2025 Q3	$4.39M	Buy	98,196 +2,797	+3%	+$119K	0.33%	74
2025 Q2	$4.02M	Buy	+95,399	New	+$3.93M	0.32%	70
2024 Q1	–	Sell	-9,364	Closed	-$295K	–	379
2023 Q4	$295K	Sell	9,364 -2,926	-24%	-$89.3K	0.05%	298
2023 Q3	$374K	Sell	12,290 -112,075	-90%	-$3.51M	0.11%	127
2023 Q2	$3.8M	Sell	124,365 -295	-0.2%	-$9.03K	1.12%	22
2023 Q1	$3.84M	Buy	+124,660	New	+$3.89M	1.19%	25

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

Waterloo Capital's INFL Position: Q2 2026 in Review

Waterloo Capital increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 19% in Q2 2026, buying an estimated $978K and bringing the position to 116,730 shares worth $5.82M. The position accounts for 0.33% of the portfolio, ranked #71.

Waterloo Capital first reported a position in INFL in Q1 2023 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Waterloo Capital held 116,730 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $5.82M as of Q2 2026.
Waterloo Capital bought 18,790 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $978K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.33% of Waterloo Capital's portfolio in Q2 2026, its #71 holding.
Waterloo Capital first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2023 and has held it in 9 quarters since.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.