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

Waverly 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
Q1 		$1.16M Buy
+22,261
New +$1.12M 0.01% 789
2025
Q3 		– Sell
-14,412
Closed -$608K – 1301
2025
Q2 		$608K Buy
+14,412
New +$594K 0.01% 753

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $237M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waverly Advisors's INFL Position: Q1 2026 in Review

Waverly Advisors opened a new position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2026: 22,261 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in INFL as recently as Q2 2025.

Waverly Advisors first reported a position in INFL in Q2 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Waverly Advisors held 22,261 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.16M as of Q1 2026.
  • Horizon Kinetics Inflation Beneficiaries ETF was a new Waverly Advisors position in Q1 2026.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #789 holding.
  • Waverly Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.