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Avantax Advisory Services’s Inspire Global Hope ETF BLES Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$220K Buy
+5,403
New +$209K ﹤0.01% 2143
2021
Q3 		– Sell
-6,285
Closed -$245K – 1184
2021
Q2 		$245K Sell
6,285
-6,278
-50% -$242K ﹤0.01% 990
2021
Q1 		$456K Sell
12,563
-4,900
-28% -$172K 0.01% 650
2020
Q4 		$584K Sell
17,463
-1,049
-6% -$32.4K 0.01% 507
2020
Q3 		$516K Buy
18,512
+2,593
+16% +$72.8K 0.01% 774
2020
Q2 		$416K Buy
+15,919
New +$390K 0.01% 529

Other funds holding BLES

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
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Avantax Advisory Services's BLES Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Inspire Global Hope ETF (BLES) in Q2 2025: 5,403 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2143 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in BLES as recently as Q2 2021.

Avantax Advisory Services first reported a position in BLES in Q2 2020 and has held it in 6 quarters since. The position peaked at $584K in Q4 2020. 64 funds tracked by Wall St. Rank hold BLES as of Q2 2025.

  • Avantax Advisory Services held 5,403 shares of Inspire Global Hope ETF worth $220K as of Q2 2025.
  • Inspire Global Hope ETF was a new Avantax Advisory Services position in Q2 2025.
  • Inspire Global Hope ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2143 holding.
  • Avantax Advisory Services first reported a position in Inspire Global Hope ETF in Q2 2020 and has held it in 6 quarters since.
  • Avantax Advisory Services's Inspire Global Hope ETF position peaked at $584K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.