AWM
RISN icon

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
Q2 		$263K Buy
8,551
+5
+0.1% +$150 ﹤0.01% 1551
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 $1.44B AUM 26.8% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

AE Wealth Management's RISN Position: Q2 2026 in Review

AE Wealth Management increased its Inspire Capital Appreciation ETF (RISN) stake by 0.06% in Q2 2026, buying an estimated $150 and bringing the position to 8,551 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

AE Wealth Management first reported a position in RISN in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold RISN as of Q2 2026.

  • AE Wealth Management held 8,551 shares of Inspire Capital Appreciation ETF worth $263K as of Q2 2026.
  • AE Wealth Management bought 5 Inspire Capital Appreciation ETF shares in Q2 2026, an estimated $150.
  • Inspire Capital Appreciation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1551 holding.
  • AE Wealth Management first reported a position in Inspire Capital Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.