AWM
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AE Wealth Management’s Inspire Capital Appreciation ETF RISN Stock Holding History

AE Wealth Management’s Portfolio RISN Stock Details RISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$245K Buy
8,546
+1,164
+16% +$34.6K ﹤0.01% 1498
2025
Q4 		$214K Buy
7,382
+5,799
+366% +$171K ﹤0.01% 1491
2025
Q3 		$47.2K Hold
1,583
– – ﹤0.01% 1724
2025
Q2 		$43.5K Hold
1,583
– – ﹤0.01% 1628
2025
Q1 		$40.9K Hold
1,583
– – ﹤0.01% 1614
2024
Q4 		$41.9K Buy
+1,583
New +$43.3K ﹤0.01% 1587

Other funds holding RISN

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

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

AE Wealth Management increased its Inspire Capital Appreciation ETF (RISN) stake by 16% in Q1 2026, buying an estimated $34.6K and bringing the position to 8,546 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

AE Wealth Management first reported a position in RISN in Q4 2024 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold RISN as of Q1 2026.

  • AE Wealth Management held 8,546 shares of Inspire Capital Appreciation ETF worth $245K as of Q1 2026.
  • AE Wealth Management bought 1,164 Inspire Capital Appreciation ETF shares in Q1 2026, an estimated $34.6K.
  • Inspire Capital Appreciation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1498 holding.
  • AE Wealth Management first reported a position in Inspire Capital Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q1 2026.

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