AssetMark Inc’s Inspire Global Hope ETF BLES Stock Holding History

AssetMark Inc’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 Q2	$5.58M	Buy	116,923 +2,151	+2%	+$102K	0.01%	704
2026 Q1	$5.09M	Buy	114,772 +2,605	+2%	+$118K	0.01%	656
2025 Q4	$4.85M	Buy	112,167 +3,749	+3%	+$161K	0.01%	660
2025 Q3	$4.6M	Buy	+108,418	New	+$4.52M	0.01%	638

Other funds holding BLES

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

AssetMark Inc's BLES Position: Q2 2026 in Review

AssetMark Inc increased its Inspire Global Hope ETF (BLES) stake by 1.9% in Q2 2026, buying an estimated $102K and bringing the position to 116,923 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #704.

AssetMark Inc first reported a position in BLES in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

AssetMark Inc held 116,923 shares of Inspire Global Hope ETF worth $5.58M as of Q2 2026.
AssetMark Inc bought 2,151 Inspire Global Hope ETF shares in Q2 2026, an estimated $102K.
Inspire Global Hope ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #704 holding.
AssetMark Inc first reported a position in Inspire Global Hope ETF in Q3 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.