Wealth Enhancement Advisory Services’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-25,760	Closed	-$1.17M	–	3739
2025 Q4	$1.17M	Hold	25,760	–	–	﹤0.01%	1847
2025 Q3	$1.16M	Hold	25,760	–	–	﹤0.01%	1760
2025 Q2	$1.09M	Hold	25,760	–	–	﹤0.01%	1698
2025 Q1	$1.05M	Buy	25,760 +510	+2%	+$20.4K	﹤0.01%	1575
2024 Q4	$962K	Sell	25,250 -43	-0.2%	-$1.72K	﹤0.01%	1569
2024 Q3	$951K	Buy	25,293 +4,043	+19%	+$145K	﹤0.01%	1434
2024 Q2	$694K	Hold	21,250	–	–	﹤0.01%	1454
2024 Q1	$692K	Sell	21,250 -1,300	-6%	-$40.1K	﹤0.01%	1406
2023 Q4	$710K	Buy	22,550 +350	+2%	+$10.7K	﹤0.01%	1315
2023 Q3	$676K	Buy	+22,200	New	+$696K	﹤0.01%	1271

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OCPWS

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's INFL Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2026, closing a stake of 25,760 shares — an estimated $1.17M sold.

Wealth Enhancement Advisory Services first reported a position in INFL in Q3 2023 and held it in 10 quarters. The position peaked at $1.17M in Q4 2025. 167 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 25,760 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $1.17M.
Wealth Enhancement Advisory Services first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1.17M in Q4 2025.
167 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.