Envestnet Portfolio Solutions
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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
Q2 		$580K Sell
13,723
-8,980
-40% -$363K ﹤0.01% 934
2026
Q1 		$839K Buy
+22,703
New +$858K ﹤0.01% 695

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Envestnet Portfolio Solutions's FDLS Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Inspire Fidelis Multi Factor ETF (FDLS) stake by 40% in Q2 2026, selling an estimated $363K and leaving 13,723 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Envestnet Portfolio Solutions first reported a position in FDLS in Q1 2026 and has held it in 2 quarters since. The position peaked at $839K in Q1 2026. 49 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

  • Envestnet Portfolio Solutions held 13,723 shares of Inspire Fidelis Multi Factor ETF worth $580K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 8,980 Inspire Fidelis Multi Factor ETF shares in Q2 2026, an estimated $363K.
  • Inspire Fidelis Multi Factor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #934 holding.
  • Envestnet Portfolio Solutions first reported a position in Inspire Fidelis Multi Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Envestnet Portfolio Solutions's Inspire Fidelis Multi Factor ETF position peaked at $839K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.