AAS
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Avantax Advisory Services’s Inspire International ETF WWJD Stock Holding History

Avantax Advisory Services’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
2024
Q3 		– Sell
-9,121
Closed -$269K – 2207
2024
Q2 		$269K Sell
9,121
-1,251
-12% -$37.5K ﹤0.01% 1767
2024
Q1 		$311K Hold
10,372
– – ﹤0.01% 1276
2023
Q4 		$306K Buy
10,372
+51
+0.5% +$1.39K ﹤0.01% 1224
2023
Q3 		$272K Sell
10,321
-1,191
-10% -$32.9K ﹤0.01% 1252
2023
Q2 		$320K Sell
11,512
-214
-2% -$5.97K ﹤0.01% 1153
2023
Q1 		$325K Sell
11,726
-34
-0.3% -$932 ﹤0.01% 1109
2022
Q4 		$307K Sell
11,760
-3,133
-21% -$77.7K ﹤0.01% 1094
2022
Q3 		$330K Sell
14,893
-421
-3% -$10.5K 0.01% 959
2022
Q2 		$381K Buy
15,314
+11
+0.1% +$301 0.01% 900
2022
Q1 		$453K Buy
15,303
+6,866
+81% +$205K 0.01% 824
2021
Q4 		$263K Sell
8,437
-379
-4% -$12.9K ﹤0.01% 1041
2021
Q3 		$300K Buy
8,816
+630
+8% +$22.1K 0.01% 929
2021
Q2 		$286K Sell
8,186
-8,201
-50% -$287K 0.01% 925
2021
Q1 		$536K Buy
16,387
+154
+0.9% +$4.97K 0.01% 599
2020
Q4 		$503K Buy
16,233
+982
+6% +$27.6K 0.01% 555
2020
Q3 		$388K Buy
15,251
+1,057
+7% +$27.1K 0.01% 905
2020
Q2 		$338K Buy
+14,194
New +$316K 0.01% 596

Other funds holding WWJD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 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

Avantax Advisory Services's WWJD Position: Q3 2024 in Review

Avantax Advisory Services sold out of Inspire International ETF (WWJD) in Q3 2024, closing a stake of 9,121 shares — an estimated $269K sold.

Avantax Advisory Services first reported a position in WWJD in Q2 2020 and held it in 17 quarters. The position peaked at $536K in Q1 2021. 73 funds tracked by Wall St. Rank hold WWJD as of Q3 2024.

  • Avantax Advisory Services reported no remaining Inspire International ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 9,121 Inspire International ETF shares in Q3 2024, an estimated $269K.
  • Avantax Advisory Services first reported a position in Inspire International ETF in Q2 2020 and held it in 17 quarters.
  • Avantax Advisory Services's Inspire International ETF position peaked at $536K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Inspire International ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.