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EverSource Wealth Advisors’s Inspire Global Hope ETF BLES Stock Holding History

EverSource Wealth Advisors’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
Q2 		$318K Sell
6,670
-877
-12% -$41.4K 0.01% 772
2026
Q1 		$335K Buy
7,547
+601
+9% +$27.2K 0.01% 792
2025
Q4 		$300K Sell
6,946
-5,007
-42% -$214K 0.01% 759
2025
Q3 		$508K Sell
11,953
-1,271
-10% -$53K 0.02% 498
2025
Q2 		$537K Sell
13,224
-346
-3% -$13.4K 0.02% 428
2025
Q1 		$512K Sell
13,570
-2,081
-13% -$79.6K 0.03% 380
2024
Q4 		$579K Sell
15,651
-5,853
-27% -$226K 0.03% 341
2024
Q3 		$850K Sell
21,504
-58
-0.3% -$2.19K 0.05% 243
2024
Q2 		$819K Buy
21,562
+4,453
+26% +$164K 0.05% 243
2024
Q1 		$616K Buy
17,109
+7,524
+78% +$270K 0.05% 236
2023
Q4 		$342K Buy
9,585
+8,696
+978% +$285K 0.03% 312
2023
Q3 		$28.3K Sell
889
-621
-41% -$20.7K ﹤0.01% 1006
2023
Q2 		$50.5K Sell
1,510
-397
-21% -$13K 0.01% 834
2023
Q1 		$62.5K Sell
1,907
-75
-4% -$2.46K 0.01% 704
2022
Q4 		$61.9K Hold
1,982
– – 0.01% 674
2022
Q3 		$55K Sell
1,982
-713
-26% -$22.1K 0.01% 610
2022
Q2 		$81K Buy
2,695
+302
+13% +$9.95K 0.02% 436
2022
Q1 		$86K Sell
2,393
-258
-10% -$9.21K 0.02% 358
2021
Q4 		$101K Buy
+2,651
New +$104K 0.03% 308

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $196M AUM

EverSource Wealth Advisors's BLES Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Inspire Global Hope ETF (BLES) stake by 12% in Q2 2026, selling an estimated $41.4K and leaving 6,670 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #772.

EverSource Wealth Advisors first reported a position in BLES in Q4 2021 and has held it in 19 quarters since. The position peaked at $850K in Q3 2024. 77 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • EverSource Wealth Advisors held 6,670 shares of Inspire Global Hope ETF worth $318K as of Q2 2026.
  • EverSource Wealth Advisors sold 877 Inspire Global Hope ETF shares in Q2 2026, an estimated $41.4K.
  • Inspire Global Hope ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #772 holding.
  • EverSource Wealth Advisors first reported a position in Inspire Global Hope ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Inspire Global Hope ETF position peaked at $850K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.