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Calton & Associates’s Inspire Global Hope ETF BLES Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-170
Closed -$5K – 446
2017
Q4 		$5K Buy
+170
New +$4.7K ﹤0.01% 1234

Other funds holding BLES

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Calton & Associates's BLES Position: Q1 2018 in Review

Calton & Associates sold out of Inspire Global Hope ETF (BLES) in Q1 2018, closing a stake of 170 shares — an estimated $5K sold.

Calton & Associates first reported a position in BLES in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 14 funds tracked by Wall St. Rank hold BLES as of Q1 2018.

  • Calton & Associates reported no remaining Inspire Global Hope ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 170 Inspire Global Hope ETF shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in Inspire Global Hope ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Inspire Global Hope ETF position peaked at $5K in Q4 2017.
  • 14 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.