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Financial Advocates Investment Management’s Inspire Global Hope ETF BLES Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-54,891
Closed -$2.23M – 149
2025
Q2 		$2.23M Buy
54,891
+923
+2% +$35.7K 0.18% 119
2025
Q1 		$2.04M Buy
53,968
+332
+0.6% +$12.7K 0.14% 162
2024
Q4 		$1.98M Sell
53,636
-662
-1% -$25.6K 0.11% 181
2024
Q3 		$2.15M Sell
54,298
-246
-0.5% -$9.3K 0.12% 174
2024
Q2 		$1.99M Sell
54,544
-1,558
-3% -$57.5K 0.12% 172
2024
Q1 		$2.11M Sell
56,102
-1,631
-3% -$58.5K 0.12% 176
2023
Q4 		$2.06M Buy
57,733
+635
+1% +$20.8K 0.13% 171
2023
Q3 		$1.82M Sell
57,098
-117
-0.2% -$3.91K 0.13% 175
2023
Q2 		$1.91M Sell
57,215
-1,124
-2% -$36.8K 0.14% 171
2023
Q1 		$1.91M Buy
58,339
+2,704
+5% +$88.6K 0.14% 171
2022
Q4 		$1.74M Sell
55,635
-361
-0.6% -$11K 0.13% 192
2022
Q3 		$1.55M Sell
55,996
-1,338
-2% -$41.4K 0.13% 182
2022
Q2 		$1.73M Sell
57,334
-4,190
-7% -$138K 0.14% 178
2022
Q1 		$2.21M Sell
61,524
-8,208
-12% -$293K 0.15% 173
2021
Q4 		$2.64M Buy
69,732
+12,447
+22% +$488K 0.17% 147
2021
Q3 		$2.19M Buy
57,285
+2,168
+4% +$84.9K 0.15% 167
2021
Q2 		$2.15M Sell
55,117
-1,408
-2% -$54.2K 0.14% 167
2021
Q1 		$2.05M Buy
56,525
+9,831
+21% +$345K 0.15% 171
2020
Q4 		$1.56M Buy
46,694
+753
+2% +$23.2K 0.11% 221
2020
Q3 		$1.28M Buy
45,941
+2,886
+7% +$81K 0.11% 204
2020
Q2 		$1.13M Buy
43,055
+10,073
+31% +$247K 0.11% 230
2020
Q1 		$699K Sell
32,982
-275
-0.8% -$7.51K 0.1% 222
2019
Q4 		$1.01M Buy
33,257
+17,788
+115% +$515K 0.11% 209
2019
Q3 		$429K Buy
+15,469
New +$429K 0.05% 319

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's BLES Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Inspire Global Hope ETF (BLES) in Q3 2025, closing a stake of 54,891 shares — an estimated $2.23M sold.

Financial Advocates Investment Management first reported a position in BLES in Q3 2019 and held it in 24 quarters. The position peaked at $2.64M in Q4 2021. 63 funds tracked by Wall St. Rank hold BLES as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Inspire Global Hope ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 54,891 Inspire Global Hope ETF shares in Q3 2025, an estimated $2.23M.
  • Financial Advocates Investment Management first reported a position in Inspire Global Hope ETF in Q3 2019 and held it in 24 quarters.
  • Financial Advocates Investment Management's Inspire Global Hope ETF position peaked at $2.64M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.