Commonwealth Equity Services
FDLS icon

Commonwealth Equity Services’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Commonwealth Equity Services’s Portfolio FDLS Stock Details FDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Buy
8,846
+1,506
+21% +$60.8K ﹤0.01% 3567
2026
Q1 		$271K Buy
7,340
+1,430
+24% +$54.1K ﹤0.01% 3727
2025
Q4 		$211K Buy
5,910
+9
+0.2% +$317 ﹤0.01% 3934
2025
Q3 		$206K Buy
+5,901
New +$196K ﹤0.01% 3934

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services's FDLS Position: Q2 2026 in Review

Commonwealth Equity Services increased its Inspire Fidelis Multi Factor ETF (FDLS) stake by 21% in Q2 2026, buying an estimated $60.8K and bringing the position to 8,846 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

Commonwealth Equity Services first reported a position in FDLS in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

  • Commonwealth Equity Services held 8,846 shares of Inspire Fidelis Multi Factor ETF worth $374K as of Q2 2026.
  • Commonwealth Equity Services bought 1,506 Inspire Fidelis Multi Factor ETF shares in Q2 2026, an estimated $60.8K.
  • Inspire Fidelis Multi Factor ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3567 holding.
  • Commonwealth Equity Services first reported a position in Inspire Fidelis Multi Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.