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Independent Advisor Alliance’s Inspire Global Hope ETF BLES Stock Holding History

Independent Advisor Alliance’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 		$201K Sell
4,220
-11,445
-73% -$541K ﹤0.01% 980
2026
Q1 		$695K Buy
15,665
+10,440
+200% +$473K 0.01% 990
2025
Q4 		$226K Buy
+5,225
New +$224K 0.01% 897
2025
Q1 		– Sell
-17,824
Closed -$659K – 847
2024
Q4 		$659K Buy
+17,824
New +$689K 0.01% 858

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

Independent Advisor Alliance's BLES Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Inspire Global Hope ETF (BLES) stake by 73% in Q2 2026, selling an estimated $541K and leaving 4,220 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Independent Advisor Alliance first reported a position in BLES in Q4 2024 and has held it in 4 quarters since. The position peaked at $695K in Q1 2026. 77 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • Independent Advisor Alliance held 4,220 shares of Inspire Global Hope ETF worth $201K as of Q2 2026.
  • Independent Advisor Alliance sold 11,445 Inspire Global Hope ETF shares in Q2 2026, an estimated $541K.
  • Inspire Global Hope ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #980 holding.
  • Independent Advisor Alliance first reported a position in Inspire Global Hope ETF in Q4 2024 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Inspire Global Hope ETF position peaked at $695K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.