CW
BLES icon

CreativeOne Wealth’s Inspire Global Hope ETF BLES Stock Holding History

CreativeOne Wealth’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
2021
Q2 		– Sell
-43,329
Closed -$1.57M – 672
2021
Q1 		$1.57M Sell
43,329
-61,260
-59% -$2.15M 0.12% 151
2020
Q4 		$3.5M Sell
104,589
-130,400
-55% -$4.02M 0.29% 63
2020
Q3 		$6.53M Sell
234,989
-69,007
-23% -$1.94M 0.91% 22
2020
Q2 		$7.96M Buy
303,996
+7,326
+2% +$180K 1.24% 19
2020
Q1 		$6.29M Buy
296,670
+34,888
+13% +$953K 1.2% 19
2019
Q4 		$7.96M Buy
261,782
+47,862
+22% +$1.39M 1.34% 16
2019
Q3 		$5.94M Buy
213,920
+29,174
+16% +$810K 1.15% 16
2019
Q2 		$5.21M Buy
184,746
+33,931
+22% +$949K 1.09% 21
2019
Q1 		$4.18M Buy
150,815
+25,161
+20% +$677K 1.09% 21
2018
Q4 		$3.05M Buy
125,654
+58,582
+87% +$1.53M 1.03% 24
2018
Q3 		$1.9M Buy
67,072
+59,181
+750% +$1.68M 0.7% 25
2018
Q2 		$221K Buy
+7,891
New +$224K 0.1% 50

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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

CreativeOne Wealth's BLES Position: Q2 2021 in Review

CreativeOne Wealth sold out of Inspire Global Hope ETF (BLES) in Q2 2021, closing a stake of 43,329 shares — an estimated $1.57M sold.

CreativeOne Wealth first reported a position in BLES in Q2 2018 and held it in 12 quarters. The position peaked at $7.96M in Q2 2020. 38 funds tracked by Wall St. Rank hold BLES as of Q2 2021.

  • CreativeOne Wealth reported no remaining Inspire Global Hope ETF position as of Q2 2021 after selling out during the quarter.
  • CreativeOne Wealth sold 43,329 Inspire Global Hope ETF shares in Q2 2021, an estimated $1.57M.
  • CreativeOne Wealth first reported a position in Inspire Global Hope ETF in Q2 2018 and held it in 12 quarters.
  • CreativeOne Wealth's Inspire Global Hope ETF position peaked at $7.96M in Q2 2020.
  • 38 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2021.

Based on CreativeOne Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.