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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 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.