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Cornerstone Wealth Management’s Inspire Global Hope ETF BLES Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-25,339
Closed -$925K – 427
2018
Q3 		$925K Sell
25,339
-403
-2% -$11.5K 0.01% 733
2018
Q2 		$925K Buy
+25,742
New +$732K 0.01% 798

Other funds holding BLES

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Management's BLES Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Inspire Global Hope ETF (BLES) in Q4 2018, closing a stake of 25,339 shares — an estimated $925K sold.

Cornerstone Wealth Management first reported a position in BLES in Q2 2018 and held it in 2 quarters. The position peaked at $925K in Q3 2018. 20 funds tracked by Wall St. Rank hold BLES as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Inspire Global Hope ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 25,339 Inspire Global Hope ETF shares in Q4 2018, an estimated $925K.
  • Cornerstone Wealth Management first reported a position in Inspire Global Hope ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Inspire Global Hope ETF position peaked at $925K in Q3 2018.
  • 20 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.