Bank of Montreal
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Bank of Montreal’s Inspire Global Hope ETF BLES Stock Holding History

Bank of Montreal’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
2023
Q3 		– Sell
-9,165
Closed -$307K – 3818
2023
Q2 		$307K Buy
+9,165
New +$300K ﹤0.01% 2930

Other funds holding BLES

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 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 $2.09B AUM 24.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Bank of Montreal's BLES Position: Q3 2023 in Review

Bank of Montreal sold out of Inspire Global Hope ETF (BLES) in Q3 2023, closing a stake of 9,165 shares — an estimated $307K sold.

Bank of Montreal first reported a position in BLES in Q2 2023 and held it in 1 quarter. The position peaked at $307K in Q2 2023. 58 funds tracked by Wall St. Rank hold BLES as of Q3 2023.

  • Bank of Montreal reported no remaining Inspire Global Hope ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 9,165 Inspire Global Hope ETF shares in Q3 2023, an estimated $307K.
  • Bank of Montreal first reported a position in Inspire Global Hope ETF in Q2 2023 and held it in 1 quarter.
  • Bank of Montreal's Inspire Global Hope ETF position peaked at $307K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.