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Belpointe Asset Management’s Inspire Growth ETF GLRY Stock Holding History

Belpointe Asset Management’s Portfolio GLRY Stock Details GLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-39,299
Closed -$948K – 1659
2023
Q1 		$948K Buy
+39,299
New +$938K 0.05% 348

Other funds holding GLRY

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Belpointe Asset Management's GLRY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Inspire Growth ETF (GLRY) in Q2 2023, closing a stake of 39,299 shares — an estimated $948K sold.

Belpointe Asset Management first reported a position in GLRY in Q1 2023 and held it in 1 quarter. The position peaked at $948K in Q1 2023. 11 funds tracked by Wall St. Rank hold GLRY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Inspire Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 39,299 Inspire Growth ETF shares in Q2 2023, an estimated $948K.
  • Belpointe Asset Management first reported a position in Inspire Growth ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Inspire Growth ETF position peaked at $948K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.