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

Caldwell Sutter 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
2025 Q2	–	Sell	-52	Closed	-$2.11K	–	880
2025 Q1	$2.11K	Hold	52	–	–	﹤0.01%	726
2024 Q4	$1.98K	Hold	52	–	–	﹤0.01%	746
2024 Q3	$1.96K	Hold	52	–	–	﹤0.01%	759
2024 Q2	$1.7K	Hold	52	–	–	﹤0.01%	769
2024 Q1	$1.69K	Hold	52	–	–	﹤0.01%	775
2023 Q4	$1.64K	Buy	52 +7	+16%	+$214	﹤0.01%	783
2023 Q3	$1.37K	Buy	+45	New	+$1.41K	﹤0.01%	771

Other funds holding INFL

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCPWS

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Caldwell Sutter Capital's INFL Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q2 2025, closing a stake of 52 shares — an estimated $2.11K sold.

Caldwell Sutter Capital first reported a position in INFL in Q3 2023 and held it in 7 quarters. The position peaked at $2.11K in Q1 2025. 150 funds tracked by Wall St. Rank hold INFL as of Q2 2025.

Caldwell Sutter Capital reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q2 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 52 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2025, an estimated $2.11K.
Caldwell Sutter Capital first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2023 and held it in 7 quarters.
Caldwell Sutter Capital's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $2.11K in Q1 2025.
150 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.