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Asset Planning Corporation’s Inspire International ETF WWJD Stock Holding History

Asset Planning Corporation’s Portfolio WWJD Stock Details WWJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,953
Closed -$236K – 43
2023
Q3 		$236K Buy
8,953
+51
+0.6% +$1.41K 0.18% 35
2023
Q2 		$247K Sell
8,902
-567
-6% -$15.8K 0.19% 33
2023
Q1 		$262K Sell
9,469
-132
-1% -$3.62K 0.21% 31
2022
Q4 		$250K Buy
9,601
+23
+0.2% +$571 0.21% 32
2022
Q3 		$212K Sell
9,578
-1,389
-13% -$34.5K 0.2% 31
2022
Q2 		$273K Buy
+10,967
New +$300K 0.24% 31

Other funds holding WWJD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

Asset Planning Corporation's WWJD Position: Q4 2023 in Review

Asset Planning Corporation sold out of Inspire International ETF (WWJD) in Q4 2023, closing a stake of 8,953 shares — an estimated $236K sold.

Asset Planning Corporation first reported a position in WWJD in Q2 2022 and held it in 6 quarters. The position peaked at $273K in Q2 2022. 71 funds tracked by Wall St. Rank hold WWJD as of Q4 2023.

  • Asset Planning Corporation reported no remaining Inspire International ETF position as of Q4 2023 after selling out during the quarter.
  • Asset Planning Corporation sold 8,953 Inspire International ETF shares in Q4 2023, an estimated $236K.
  • Asset Planning Corporation first reported a position in Inspire International ETF in Q2 2022 and held it in 6 quarters.
  • Asset Planning Corporation's Inspire International ETF position peaked at $273K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held Inspire International ETF as of Q4 2023.

Based on Asset Planning Corporation's 13F filing for Q4 2023, filed 18 Jan 2024.