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Carlson Financial’s Inspire Global Hope ETF BLES Stock Holding History

Carlson Financial’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
Q2 		$2.45M Sell
51,333
-81
-0.2% -$3.83K 1.25% 15
2026
Q1 		$2.28M Sell
51,414
-175
-0.3% -$7.92K 1.34% 16
2025
Q4 		$2.23M Buy
+51,589
New +$2.21M 1.29% 16

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Carlson Financial's BLES Position: Q2 2026 in Review

Carlson Financial reduced its Inspire Global Hope ETF (BLES) stake by 0.16% in Q2 2026, selling an estimated $3.83K and leaving 51,333 shares worth $2.45M. The position accounts for 1.25% of the portfolio, ranked #15.

Carlson Financial first reported a position in BLES in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • Carlson Financial held 51,333 shares of Inspire Global Hope ETF worth $2.45M as of Q2 2026.
  • Carlson Financial sold 81 Inspire Global Hope ETF shares in Q2 2026, an estimated $3.83K.
  • Inspire Global Hope ETF made up 1.25% of Carlson Financial's portfolio in Q2 2026, its #15 holding.
  • Carlson Financial first reported a position in Inspire Global Hope ETF in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.