Envestnet Portfolio Solutions

Envestnet Portfolio Solutions’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Envestnet Portfolio Solutions’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 Q1	$839K	Buy	+22,703	New	+$858K	﹤0.01%	695

Other funds holding FDLS

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Envestnet Portfolio Solutions's FDLS Position: Q1 2026 in Review

Envestnet Portfolio Solutions opened a new position in Inspire Fidelis Multi Factor ETF (FDLS) in Q1 2026: 22,703 shares worth $839K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings.

37 funds tracked by Wall St. Rank hold FDLS as of Q1 2026.

Envestnet Portfolio Solutions held 22,703 shares of Inspire Fidelis Multi Factor ETF worth $839K as of Q1 2026.
Inspire Fidelis Multi Factor ETF was a new Envestnet Portfolio Solutions position in Q1 2026.
Inspire Fidelis Multi Factor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #695 holding.
37 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.