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

Other funds holding INFL

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OCPWS

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INFL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2026, closing a stake of 289 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in INFL in Q4 2021 and held it in 12 quarters. The position peaked at $68K in Q3 2024. 167 funds tracked by Wall St. Rank hold INFL as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 289 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2026, an estimated $13K.
Carson Wealth (CWM LLC) first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q4 2021 and held it in 12 quarters.
Carson Wealth (CWM LLC)'s Horizon Kinetics Inflation Beneficiaries ETF position peaked at $68K in Q3 2024.
167 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.