Carson Wealth (CWM LLC)
INFL icon

Carson Wealth (CWM LLC)’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Carson Wealth (CWM LLC)’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
-289
Closed -$13K – 5739
2025
Q4 		$13K Buy
289
+169
+141% +$7.46K ﹤0.01% 4416
2025
Q3 		$5K Buy
+120
New +$5.11K ﹤0.01% 4731
2024
Q4 		– Sell
-1,821
Closed -$68K – 5023
2024
Q3 		$68K Hold
1,821
– – ﹤0.01% 2460
2024
Q2 		$60K Buy
1,821
+1,417
+351% +$46.4K ﹤0.01% 2343
2024
Q1 		$13K Hold
404
– – ﹤0.01% 3180
2023
Q4 		$13K Buy
404
+1
+0.2% +$31 ﹤0.01% 3034
2023
Q3 		$12K Sell
403
-1,007
-71% -$31.6K ﹤0.01% 3043
2023
Q2 		$43K Sell
1,410
-96
-6% -$2.94K ﹤0.01% 2092
2023
Q1 		$46K Buy
+1,506
New +$47K ﹤0.01% 1920
2022
Q3 		– Sell
-1,652
Closed -$47K – 4043
2022
Q2 		$47K Buy
1,652
+1,152
+230% +$36.5K ﹤0.01% 1654
2022
Q1 		$17K Hold
500
– – ﹤0.01% 2176
2021
Q4 		$16K Buy
+500
New +$15.4K ﹤0.01% 2106

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