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Atria Wealth Solutions’s Inspire Global Hope ETF BLES Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-22,071
Closed -$833K – 1939
2024
Q1 		$833K Sell
22,071
-20
-0.1% -$718 0.01% 996
2023
Q4 		$788K Sell
22,091
-1,177
-5% -$38.5K 0.01% 979
2023
Q3 		$744K Buy
23,268
+654
+3% +$21.8K 0.01% 946
2023
Q2 		$756K Buy
22,614
+759
+3% +$24.9K 0.01% 972
2023
Q1 		$719K Buy
21,855
+1,517
+7% +$49.7K 0.01% 955
2022
Q4 		$636K Buy
20,338
+2,262
+13% +$68.8K 0.01% 967
2022
Q3 		$502K Buy
18,076
+314
+2% +$9.72K 0.01% 1014
2022
Q2 		$534K Buy
17,762
+165
+0.9% +$5.43K 0.01% 942
2022
Q1 		$633K Buy
+17,597
New +$628K 0.01% 933

Other funds holding BLES

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Atria Wealth Solutions's BLES Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Inspire Global Hope ETF (BLES) in Q2 2024, closing a stake of 22,071 shares — an estimated $833K sold.

Atria Wealth Solutions first reported a position in BLES in Q1 2022 and held it in 9 quarters. The position peaked at $833K in Q1 2024. 58 funds tracked by Wall St. Rank hold BLES as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Inspire Global Hope ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 22,071 Inspire Global Hope ETF shares in Q2 2024, an estimated $833K.
  • Atria Wealth Solutions first reported a position in Inspire Global Hope ETF in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Inspire Global Hope ETF position peaked at $833K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.