AG
BLES icon

Advisor Group’s Inspire Global Hope ETF BLES Stock Holding History

Advisor Group’s Portfolio BLES Stock Details BLES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$27K Buy
887
+93
+12% +$2.69K ﹤0.01% 3794
2019
Q3 		$22K Sell
794
-271
-25% -$7.52K ﹤0.01% 3891
2019
Q2 		$30K Sell
1,065
-197
-16% -$5.51K ﹤0.01% 3690
2019
Q1 		$35K Sell
1,262
-4,612
-79% -$124K ﹤0.01% 3622
2018
Q4 		$142K Buy
5,874
+13
+0.2% +$340 ﹤0.01% 2357
2018
Q3 		$165K Buy
5,861
+1,951
+50% +$55.5K ﹤0.01% 2337
2018
Q2 		$110K Sell
3,910
-16
-0.4% -$455 ﹤0.01% 2451
2018
Q1 		$111K Buy
3,926
+216
+6% +$6.24K ﹤0.01% 2478
2017
Q4 		$105K Buy
3,710
+2,915
+367% +$80.6K ﹤0.01% 2528
2017
Q3 		$22K Buy
+795
New +$21.3K ﹤0.01% 3503

Other funds holding BLES

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Advisor Group's BLES Position: Q4 2019 in Review

Advisor Group increased its Inspire Global Hope ETF (BLES) stake by 12% in Q4 2019, buying an estimated $2.69K and bringing the position to 887 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3794.

Advisor Group first reported a position in BLES in Q3 2017 and has held it in 10 quarters since. The position peaked at $165K in Q3 2018. 34 funds tracked by Wall St. Rank hold BLES as of Q4 2019.

  • Advisor Group held 887 shares of Inspire Global Hope ETF worth $27K as of Q4 2019.
  • Advisor Group bought 93 Inspire Global Hope ETF shares in Q4 2019, an estimated $2.69K.
  • Inspire Global Hope ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3794 holding.
  • Advisor Group first reported a position in Inspire Global Hope ETF in Q3 2017 and has held it in 10 quarters since.
  • Advisor Group's Inspire Global Hope ETF position peaked at $165K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.