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Carroll Financial Associates’s Inspire Capital Appreciation ETF RISN Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-140
Closed -$4K – 1879
2021
Q3 		$4K Buy
+140
New +$4.19K ﹤0.01% 1435

Other funds holding RISN

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carroll Financial Associates's RISN Position: Q4 2021 in Review

Carroll Financial Associates sold out of Inspire Capital Appreciation ETF (RISN) in Q4 2021, closing a stake of 140 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in RISN in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 10 funds tracked by Wall St. Rank hold RISN as of Q4 2021.

  • Carroll Financial Associates reported no remaining Inspire Capital Appreciation ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 140 Inspire Capital Appreciation ETF shares in Q4 2021, an estimated $4K.
  • Carroll Financial Associates first reported a position in Inspire Capital Appreciation ETF in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Inspire Capital Appreciation ETF position peaked at $4K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.