Caldwell Trust
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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
Q3 		$12.5K Sell
250
-1
-0.4% -$52 ﹤0.01% 651
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

Oxford Financial Group
Oxford Financial Group Carmel, Indiana $2.01B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Caldwell Trust's INFL Position: Q3 2026 in Review

Caldwell Trust reduced its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 0.4% in Q3 2026, selling an estimated $52 and leaving 250 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Caldwell Trust first reported a position in INFL in Q4 2025 and has held it in 4 quarters since. The position peaked at $26.1K in Q1 2026. 156 funds tracked by Wall St. Rank hold INFL as of Q3 2026.

  • Caldwell Trust held 250 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $12.5K as of Q3 2026.
  • Caldwell Trust sold 1 Horizon Kinetics Inflation Beneficiaries ETF share in Q3 2026, an estimated $52.
  • Horizon Kinetics Inflation Beneficiaries ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #651 holding.
  • Caldwell Trust first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2025 and has held it in 4 quarters since.
  • Caldwell Trust's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $26.1K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.