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CARLSON FINANCIAL, INC.’s Inspire Growth ETF GLRY Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio GLRY Stock Details GLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
29,767
+1,467
+5% +$60.3K 0.66% 36
2026
Q1 		$1.05M Buy
28,300
+5,120
+22% +$195K 0.62% 38
2025
Q4 		$830K Buy
+23,180
New +$846K 0.48% 47

Other funds holding GLRY

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

CARLSON FINANCIAL, INC.'s GLRY Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Inspire Growth ETF (GLRY) stake by 5.2% in Q2 2026, buying an estimated $60.3K and bringing the position to 29,767 shares worth $1.3M. The position accounts for 0.66% of the portfolio, ranked #36.

CARLSON FINANCIAL, INC. first reported a position in GLRY in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold GLRY as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 29,767 shares of Inspire Growth ETF worth $1.3M as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 1,467 Inspire Growth ETF shares in Q2 2026, an estimated $60.3K.
  • Inspire Growth ETF made up 0.66% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #36 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Inspire Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.