GSEP
FDLS icon

Golden State Equity Partners’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Golden State Equity Partners’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 		$272K Buy
+7,375
New +$279K 0.02% 596
2024
Q4 		– Sell
-747
Closed -$23.5K – 590
2024
Q3 		$23.5K Buy
+747
New +$22.8K 0.01% 493

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Golden State Equity Partners's FDLS Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Inspire Fidelis Multi Factor ETF (FDLS) in Q1 2026: 7,375 shares worth $272K. The stake represents 0.02% of the portfolio and ranks #596 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in FDLS as recently as Q3 2024.

Golden State Equity Partners first reported a position in FDLS in Q3 2024 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold FDLS as of Q1 2026.

  • Golden State Equity Partners held 7,375 shares of Inspire Fidelis Multi Factor ETF worth $272K as of Q1 2026.
  • Inspire Fidelis Multi Factor ETF was a new Golden State Equity Partners position in Q1 2026.
  • Inspire Fidelis Multi Factor ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #596 holding.
  • Golden State Equity Partners first reported a position in Inspire Fidelis Multi Factor ETF in Q3 2024 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.