AWM
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AE Wealth Management’s Inspire Global Hope ETF BLES Stock Holding History

AE Wealth Management’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
2026
Q1 		$125K Buy
2,823
+382
+16% +$17.3K ﹤0.01% 1733
2025
Q4 		$105K Sell
2,441
-8
-0.3% -$343 ﹤0.01% 1681
2025
Q3 		$104K Buy
2,449
+65
+3% +$2.71K ﹤0.01% 1562
2025
Q2 		$96.9K Buy
2,384
+1,102
+86% +$42.6K ﹤0.01% 1493
2025
Q1 		$48.4K Sell
1,282
-3
-0.2% -$115 ﹤0.01% 1595
2024
Q4 		$47.5K Buy
+1,285
New +$49.7K ﹤0.01% 1566
2024
Q1 		– Sell
-7,941
Closed -$279K – 1236
2023
Q4 		$279K Buy
7,941
+549
+7% +$18K ﹤0.01% 1742
2023
Q3 		$235K Buy
7,392
+1,190
+19% +$39.8K ﹤0.01% 1711
2023
Q2 		$207K Buy
+6,202
New +$203K ﹤0.01% 1733
2023
Q1 		– Sell
-6,840
Closed -$214K – 1884
2022
Q4 		$214K Sell
6,840
-790
-10% -$24K ﹤0.01% 1652
2022
Q3 		$211K Sell
7,630
-329
-4% -$10.2K ﹤0.01% 1597
2022
Q2 		$239K Sell
7,959
-1,131
-12% -$37.3K ﹤0.01% 1529
2022
Q1 		$327K Buy
9,090
+909
+11% +$32.4K ﹤0.01% 1386
2021
Q4 		$310K Buy
8,181
+2,391
+41% +$93.7K ﹤0.01% 1431
2021
Q3 		$221K Buy
5,790
+344
+6% +$13.5K ﹤0.01% 1495
2021
Q2 		$212K Buy
+5,446
New +$210K ﹤0.01% 1483
2021
Q1 		– Sell
-15,101
Closed -$505K – 1485
2020
Q4 		$505K Buy
15,101
+1,024
+7% +$31.6K 0.01% 956
2020
Q3 		$391K Sell
14,077
-590
-4% -$16.6K 0.01% 952
2020
Q2 		$384K Buy
14,667
+561
+4% +$13.8K 0.01% 955
2020
Q1 		$299K Sell
14,106
-1,316
-9% -$35.9K 0.01% 876
2019
Q4 		$469K Buy
15,422
+1,602
+12% +$46.4K 0.01% 752
2019
Q3 		$384K Buy
13,820
+1,212
+10% +$33.6K 0.01% 689
2019
Q2 		$355K Buy
12,608
+4,896
+63% +$137K 0.01% 692
2019
Q1 		$214K Buy
+7,712
New +$208K 0.01% 578
2018
Q4 		– Sell
-11,273
Closed -$319K – 490
2018
Q3 		$319K Buy
11,273
+2,727
+32% +$77.6K 0.02% 431
2018
Q2 		$239K Buy
+8,546
New +$243K 0.02% 383

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management's BLES Position: Q1 2026 in Review

AE Wealth Management increased its Inspire Global Hope ETF (BLES) stake by 16% in Q1 2026, buying an estimated $17.3K and bringing the position to 2,823 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

AE Wealth Management first reported a position in BLES in Q2 2018 and has held it in 26 quarters since. The position peaked at $505K in Q4 2020. 75 funds tracked by Wall St. Rank hold BLES as of Q1 2026.

  • AE Wealth Management held 2,823 shares of Inspire Global Hope ETF worth $125K as of Q1 2026.
  • AE Wealth Management bought 382 Inspire Global Hope ETF shares in Q1 2026, an estimated $17.3K.
  • Inspire Global Hope ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1733 holding.
  • AE Wealth Management first reported a position in Inspire Global Hope ETF in Q2 2018 and has held it in 26 quarters since.
  • AE Wealth Management's Inspire Global Hope ETF position peaked at $505K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.