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Atria Investments’s Inspire Capital Appreciation ETF RISN Stock Holding History

Atria Investments’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
2022
Q3 		– Sell
-66,891
Closed -$1.61M – 781
2022
Q2 		$1.61M Buy
66,891
+17,861
+36% +$437K 0.03% 574
2022
Q1 		$1.25M Buy
+49,030
New +$1.27M 0.02% 756

Other funds holding RISN

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's RISN Position: Q3 2022 in Review

Atria Investments sold out of Inspire Capital Appreciation ETF (RISN) in Q3 2022, closing a stake of 66,891 shares — an estimated $1.61M sold.

Atria Investments first reported a position in RISN in Q1 2022 and held it in 2 quarters. The position peaked at $1.61M in Q2 2022. 10 funds tracked by Wall St. Rank hold RISN as of Q3 2022.

  • Atria Investments reported no remaining Inspire Capital Appreciation ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Investments sold 66,891 Inspire Capital Appreciation ETF shares in Q3 2022, an estimated $1.61M.
  • Atria Investments first reported a position in Inspire Capital Appreciation ETF in Q1 2022 and held it in 2 quarters.
  • Atria Investments's Inspire Capital Appreciation ETF position peaked at $1.61M in Q2 2022.
  • 10 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q3 2022.

Based on Atria Investments's 13F filing for Q3 2022, filed 1 Nov 2022.