Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Inspire Global Hope ETF BLES Stock Holding History

Carson Wealth (CWM LLC)’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 		$6M Sell
135,364
-17,291
-11% -$783K 0.02% 737
2025
Q4 		$6.6M Buy
152,655
+9,634
+7% +$413K 0.02% 673
2025
Q3 		$6.07M Sell
143,021
-2,933
-2% -$122K 0.02% 635
2025
Q2 		$5.93M Sell
145,954
-438
-0.3% -$16.9K 0.02% 537
2025
Q1 		$5.52M Buy
146,392
+4,384
+3% +$168K 0.02% 497
2024
Q4 		$5.25M Sell
142,008
-6,077
-4% -$235K 0.02% 464
2024
Q3 		$5.85M Buy
148,085
+10,854
+8% +$411K 0.03% 412
2024
Q2 		$5.01M Buy
137,231
+10,227
+8% +$377K 0.02% 420
2024
Q1 		$4.77M Buy
127,004
+2,926
+2% +$105K 0.02% 426
2023
Q4 		$4.43M Buy
124,078
+8,127
+7% +$266K 0.02% 416
2023
Q3 		$3.69M Buy
115,951
+18,921
+20% +$632K 0.02% 423
2023
Q2 		$3.24M Buy
97,030
+6,707
+7% +$220K 0.02% 431
2023
Q1 		$2.96M Buy
90,323
+1,522
+2% +$49.9K 0.02% 419
2022
Q4 		$2.78M Sell
88,801
-1,524
-2% -$46.3K 0.02% 400
2022
Q3 		$2.5M Buy
90,325
+6,241
+7% +$193K 0.02% 390
2022
Q2 		$2.53M Buy
84,084
+2,873
+4% +$94.6K 0.02% 378
2022
Q1 		$2.92M Buy
81,211
+29,518
+57% +$1.05M 0.02% 361
2021
Q4 		$1.96M Buy
+51,693
New +$2.03M 0.01% 437
2021
Q2 		$38K Hold
979
– – ﹤0.01% 1508
2021
Q1 		$38K Hold
979
– – ﹤0.01% 1508
2020
Q4 		$38K Hold
979
– – ﹤0.01% 1509
2020
Q3 		$38K Hold
979
– – ﹤0.01% 1509
2020
Q2 		$38K Hold
979
– – ﹤0.01% 1507
2020
Q1 		$38K Hold
979
– – ﹤0.01% 1506
2019
Q4 		$38K Hold
979
– – ﹤0.01% 1507
2019
Q3 		$38K Hold
979
– – ﹤0.01% 1507
2019
Q2 		$38K Hold
979
– – ﹤0.01% 1509
2019
Q1 		$38K Buy
+979
New +$26.3K ﹤0.01% 1509

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OneAscent Financial Services
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 $59.5B AUM 15.92% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BLES Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Inspire Global Hope ETF (BLES) stake by 11% in Q1 2026, selling an estimated $783K and leaving 135,364 shares worth $6M. The position accounts for 0.02% of the portfolio, ranked #737.

Carson Wealth (CWM LLC) first reported a position in BLES in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.6M in Q4 2025. 76 funds tracked by Wall St. Rank hold BLES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 135,364 shares of Inspire Global Hope ETF worth $6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17,291 Inspire Global Hope ETF shares in Q1 2026, an estimated $783K.
  • Inspire Global Hope ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #737 holding.
  • Carson Wealth (CWM LLC) first reported a position in Inspire Global Hope ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Inspire Global Hope ETF position peaked at $6.6M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.