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

Caldwell Trust’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 		$26.1K Hold
502
– – ﹤0.01% 562
2025
Q4 		$22.3K Buy
+502
New +$22.2K ﹤0.01% 567

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

Caldwell Trust's INFL Position: Q1 2026 in Review

Caldwell Trust held its Horizon Kinetics Inflation Beneficiaries ETF (INFL) position steady in Q1 2026 at 502 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Caldwell Trust first reported a position in INFL in Q4 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

  • Caldwell Trust held 502 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $26.1K as of Q1 2026.
  • Caldwell Trust left its Horizon Kinetics Inflation Beneficiaries ETF share count unchanged in Q1 2026.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #562 holding.
  • Caldwell Trust first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 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 Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.