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Belpointe Asset Management’s Inspire Capital Appreciation ETF RISN Stock Holding History

Belpointe Asset Management’s Portfolio RISN Stock Details RISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,567
Closed -$313K – 934
2024
Q3 		$313K Buy
+11,567
New +$305K 0.02% 653
2023
Q3 		– Sell
-8,491
Closed -$202K – 706
2023
Q2 		$202K Buy
8,491
+320
+4% +$7.29K 0.02% 571
2023
Q1 		$185K Buy
8,171
+20
+0.2% +$460 0.01% 976
2022
Q4 		$188K Buy
+8,151
New +$189K 0.01% 930
2022
Q2 		– Sell
-5,729
Closed -$146K – 1240
2022
Q1 		$146K Sell
5,729
-4,753
-45% -$123K 0.01% 1057
2021
Q4 		$299K Sell
10,482
-86
-0.8% -$2.57K 0.02% 715
2021
Q3 		$306K Buy
+10,568
New +$316K 0.02% 673

Other funds holding RISN

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Belpointe Asset Management's RISN Position: Q4 2024 in Review

Belpointe Asset Management sold out of Inspire Capital Appreciation ETF (RISN) in Q4 2024, closing a stake of 11,567 shares — an estimated $313K sold.

Belpointe Asset Management first reported a position in RISN in Q3 2021 and held it in 7 quarters. The position peaked at $313K in Q3 2024. 12 funds tracked by Wall St. Rank hold RISN as of Q4 2024.

  • Belpointe Asset Management reported no remaining Inspire Capital Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 11,567 Inspire Capital Appreciation ETF shares in Q4 2024, an estimated $313K.
  • Belpointe Asset Management first reported a position in Inspire Capital Appreciation ETF in Q3 2021 and held it in 7 quarters.
  • Belpointe Asset Management's Inspire Capital Appreciation ETF position peaked at $313K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.