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Castleview Partners’s Inspire International ETF WWJD Stock Holding History

Castleview Partners’s Portfolio WWJD Stock Details WWJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-265
Closed -$7.81K – 934
2024
Q2 		$7.81K Hold
265
– – ﹤0.01% 560
2024
Q1 		$7.96K Hold
265
– – ﹤0.01% 557
2023
Q4 		$7.83K Buy
+265
New +$7.2K 0.01% 535

Other funds holding WWJD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Castleview Partners's WWJD Position: Q3 2024 in Review

Castleview Partners sold out of Inspire International ETF (WWJD) in Q3 2024, closing a stake of 265 shares — an estimated $7.81K sold.

Castleview Partners first reported a position in WWJD in Q4 2023 and held it in 3 quarters. The position peaked at $7.96K in Q1 2024. 73 funds tracked by Wall St. Rank hold WWJD as of Q3 2024.

  • Castleview Partners reported no remaining Inspire International ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 265 Inspire International ETF shares in Q3 2024, an estimated $7.81K.
  • Castleview Partners first reported a position in Inspire International ETF in Q4 2023 and held it in 3 quarters.
  • Castleview Partners's Inspire International ETF position peaked at $7.96K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Inspire International ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.