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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
Q2 		– Sell
-7,375
Closed -$272K – 815
2026
Q1 		$272K Buy
+7,375
New +$279K 0.02% 596
2024
Q4 		– Sell
-747
Closed -$23.5K – 593
2024
Q3 		$23.5K Buy
+747
New +$22.8K ﹤0.01% 632

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

Golden State Equity Partners's FDLS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Inspire Fidelis Multi Factor ETF (FDLS) in Q2 2026, closing a stake of 7,375 shares — an estimated $272K sold.

Golden State Equity Partners first reported a position in FDLS in Q3 2024 and held it in 2 quarters. The position peaked at $272K in Q1 2026. 49 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

  • Golden State Equity Partners reported no remaining Inspire Fidelis Multi Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 7,375 Inspire Fidelis Multi Factor ETF shares in Q2 2026, an estimated $272K.
  • Golden State Equity Partners first reported a position in Inspire Fidelis Multi Factor ETF in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Inspire Fidelis Multi Factor ETF position peaked at $272K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.