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

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OFS
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UBS Group
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AssetMark Inc
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SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return