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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
Q2 		$12.5K Sell
251
-251
-50% -$13.1K ﹤0.01% 658
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 $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Caldwell Trust's INFL Position: Q2 2026 in Review

Caldwell Trust reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 50% in Q2 2026, selling an estimated $13.1K and leaving 251 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Caldwell Trust first reported a position in INFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.1K in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Caldwell Trust held 251 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $12.5K as of Q2 2026.
  • Caldwell Trust sold 251 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $13.1K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #658 holding.
  • Caldwell Trust first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 3 quarters since.
  • Caldwell Trust's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $26.1K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.