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 Q2	$1.16M	Buy	23,195 +934	+4%	+$48.6K	0.01%	839
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 $1.97B 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 22.9% 1-Year Est. Return

Waverly Advisors's INFL Position: Q2 2026 in Review

Waverly Advisors increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 4.2% in Q2 2026, buying an estimated $48.6K and bringing the position to 23,195 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #839.

Waverly Advisors first reported a position in INFL in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

Waverly Advisors held 23,195 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $1.16M as of Q2 2026.
Waverly Advisors bought 934 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $48.6K.
Horizon Kinetics Inflation Beneficiaries ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #839 holding.
Waverly Advisors first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q2 2025 and has held it in 3 quarters since.
Waverly Advisors's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.16M in Q1 2026.
173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.