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Gradient Investments’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-204
Closed -$6.03K – 643
2024
Q2 		$6.03K Buy
+204
New +$6.08K ﹤0.01% 828

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gradient Investments's FDLS Position: Q3 2024 in Review

Gradient Investments sold out of Inspire Fidelis Multi Factor ETF (FDLS) in Q3 2024, closing a stake of 204 shares — an estimated $6.03K sold.

Gradient Investments first reported a position in FDLS in Q2 2024 and held it in 1 quarter. The position peaked at $6.03K in Q2 2024. 15 funds tracked by Wall St. Rank hold FDLS as of Q3 2024.

  • Gradient Investments reported no remaining Inspire Fidelis Multi Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 204 Inspire Fidelis Multi Factor ETF shares in Q3 2024, an estimated $6.03K.
  • Gradient Investments first reported a position in Inspire Fidelis Multi Factor ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's Inspire Fidelis Multi Factor ETF position peaked at $6.03K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.