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Creekmur Asset Management’s Inspire Capital Appreciation ETF RISN Stock Holding History

Creekmur Asset Management’s Portfolio RISN Stock Details RISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,919
Closed -$51.4K – 1146
2024
Q1 		$51.4K Sell
1,919
-821
-30% -$21K 0.02% 251
2023
Q4 		$68.3K Buy
+2,740
New +$64K 0.02% 257

Other funds holding RISN

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Creekmur Asset Management's RISN Position: Q2 2024 in Review

Creekmur Asset Management sold out of Inspire Capital Appreciation ETF (RISN) in Q2 2024, closing a stake of 1,919 shares — an estimated $51.4K sold.

Creekmur Asset Management first reported a position in RISN in Q4 2023 and held it in 2 quarters. The position peaked at $68.3K in Q4 2023. 11 funds tracked by Wall St. Rank hold RISN as of Q2 2024.

  • Creekmur Asset Management reported no remaining Inspire Capital Appreciation ETF position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 1,919 Inspire Capital Appreciation ETF shares in Q2 2024, an estimated $51.4K.
  • Creekmur Asset Management first reported a position in Inspire Capital Appreciation ETF in Q4 2023 and held it in 2 quarters.
  • Creekmur Asset Management's Inspire Capital Appreciation ETF position peaked at $68.3K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.