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Independent Financial Group’s Inspire Global Hope ETF BLES Stock Holding History

Independent Financial Group’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 		$519K Buy
10,887
+796
+8% +$37.6K 0.01% 982
2026
Q1 		$448K Buy
10,091
+620
+7% +$28.1K 0.01% 985
2025
Q4 		$409K Buy
9,471
+2,060
+28% +$88.2K 0.01% 997
2025
Q3 		$315K Sell
7,411
-13
-0.2% -$542 0.01% 1071
2025
Q2 		$302K Sell
7,424
-174
-2% -$6.72K 0.01% 1027
2025
Q1 		$287K Buy
7,598
+360
+5% +$13.8K 0.01% 951
2024
Q4 		$268K Buy
7,238
+277
+4% +$10.7K 0.01% 943
2024
Q3 		$275K Buy
6,961
+158
+2% +$5.98K 0.01% 913
2024
Q2 		$248K Buy
6,803
+7
+0.1% +$258 0.01% 927
2024
Q1 		$255K Sell
6,796
-443
-6% -$15.9K 0.01% 855
2023
Q4 		$258K Buy
7,239
+173
+2% +$5.66K 0.01% 792
2023
Q3 		$225K Buy
+7,066
New +$236K 0.01% 786

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 Financial Group's BLES Position: Q2 2026 in Review

Independent Financial Group increased its Inspire Global Hope ETF (BLES) stake by 7.9% in Q2 2026, buying an estimated $37.6K and bringing the position to 10,887 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #982.

Independent Financial Group first reported a position in BLES in Q3 2023 and has held it in 12 quarters since. 77 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • Independent Financial Group held 10,887 shares of Inspire Global Hope ETF worth $519K as of Q2 2026.
  • Independent Financial Group bought 796 Inspire Global Hope ETF shares in Q2 2026, an estimated $37.6K.
  • Inspire Global Hope ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #982 holding.
  • Independent Financial Group first reported a position in Inspire Global Hope ETF in Q3 2023 and has held it in 12 quarters since.
  • 77 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.