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Cetera Advisors’s Inspire Global Hope ETF BLES Stock Holding History

Cetera 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
2024
Q1 		$331K Buy
+8,797
New +$316K ﹤0.01% 1870
2021
Q4 		– Sell
-5,500
Closed -$210K – 1444
2021
Q3 		$210K Sell
5,500
-4,150
-43% -$163K ﹤0.01% 1280
2021
Q2 		$376K Hold
9,650
– – 0.01% 944
2021
Q1 		$350K Hold
9,650
– – 0.01% 881
2020
Q4 		$323K Buy
+9,650
New +$298K 0.01% 799

Other funds holding BLES

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Cetera Advisors's BLES Position: Q1 2024 in Review

Cetera Advisors opened a new position in Inspire Global Hope ETF (BLES) in Q1 2024: 8,797 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #1870 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in BLES as recently as Q3 2021.

Cetera Advisors first reported a position in BLES in Q4 2020 and has held it in 5 quarters since. The position peaked at $376K in Q2 2021. 59 funds tracked by Wall St. Rank hold BLES as of Q1 2024.

  • Cetera Advisors held 8,797 shares of Inspire Global Hope ETF worth $331K as of Q1 2024.
  • Inspire Global Hope ETF was a new Cetera Advisors position in Q1 2024.
  • Inspire Global Hope ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1870 holding.
  • Cetera Advisors first reported a position in Inspire Global Hope ETF in Q4 2020 and has held it in 5 quarters since.
  • Cetera Advisors's Inspire Global Hope ETF position peaked at $376K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.