CAPTRUST Financial Advisors
BLES icon

CAPTRUST Financial Advisors’s Inspire Global Hope ETF BLES Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q1 		– Sell
-5,086
Closed -$220K – 3028
2025
Q4 		$220K Buy
+5,086
New +$218K ﹤0.01% 2462
2025
Q2 		– Sell
-7,075
Closed -$267K – 2519
2025
Q1 		$267K Hold
7,075
– – ﹤0.01% 2007
2024
Q4 		$262K Buy
7,075
+174
+3% +$6.73K ﹤0.01% 1991
2024
Q3 		$273K Buy
6,901
+26
+0.4% +$983 ﹤0.01% 1936
2024
Q2 		$251K Buy
6,875
+12
+0.2% +$443 ﹤0.01% 1911
2024
Q1 		$258K Buy
+6,863
New +$246K ﹤0.01% 1859
2022
Q3 		– Sell
-1,839
Closed -$56K – 2299
2022
Q2 		$56K Buy
1,839
+142
+8% +$4.68K ﹤0.01% 2653
2022
Q1 		$61K Buy
1,697
+400
+31% +$14.3K ﹤0.01% 2640
2021
Q4 		$49K Buy
1,297
+794
+158% +$31.1K ﹤0.01% 2685
2021
Q3 		$19K Buy
503
+3
+0.6% +$117 ﹤0.01% 3191
2021
Q2 		$20K Buy
+500
New +$19.3K ﹤0.01% 3102

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors's BLES Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Inspire Global Hope ETF (BLES) in Q1 2026, closing a stake of 5,086 shares — an estimated $220K sold.

CAPTRUST Financial Advisors first reported a position in BLES in Q2 2021 and held it in 11 quarters. The position peaked at $273K in Q3 2024. 76 funds tracked by Wall St. Rank hold BLES as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Inspire Global Hope ETF position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,086 Inspire Global Hope ETF shares in Q1 2026, an estimated $220K.
  • CAPTRUST Financial Advisors first reported a position in Inspire Global Hope ETF in Q2 2021 and held it in 11 quarters.
  • CAPTRUST Financial Advisors's Inspire Global Hope ETF position peaked at $273K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.