Caldwell Trust »

Listed Fd Tr shares owned by Caldwell Trust

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 502 44.46

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
Oxford Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
One Charles Private Wealth Services
Bank of New York Mellon
Rockefeller Capital Management
UBS Group
Janney Montgomery Scott
Commonwealth Equity Services
Captrust Financial Advisors
MAI Wealth Advisors
Lowe fs
Hilltop National Bank

View all funds holding Listed Fd Tr