Envestnet Portfolio Solutions
BLES icon

Envestnet Portfolio Solutions’s Inspire Global Hope ETF BLES Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$1.19M Buy
26,718
+2,918
+12% +$132K 0.01% 584
2025
Q4 		$1.03M Buy
23,800
+4,728
+25% +$202K ﹤0.01% 747
2025
Q3 		$810K Sell
19,072
-1,154
-6% -$48.1K ﹤0.01% 820
2025
Q2 		$822K Sell
20,226
-86
-0.4% -$3.32K ﹤0.01% 878
2025
Q1 		$766K Buy
20,312
+6,198
+44% +$237K ﹤0.01% 881
2024
Q4 		$522K Buy
14,114
+960
+7% +$37.1K ﹤0.01% 1221
2024
Q3 		$520K Sell
13,154
-7,832
-37% -$296K ﹤0.01% 1186
2024
Q2 		$766K Buy
20,986
+11,190
+114% +$413K ﹤0.01% 958
2024
Q1 		$368K Buy
9,796
+650
+7% +$23.3K ﹤0.01% 1253
2023
Q4 		$326K Buy
9,146
+2,812
+44% +$92K ﹤0.01% 1257
2023
Q3 		$202K Buy
+6,334
New +$212K ﹤0.01% 1433

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return