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Inlight Wealth Management’s SHF Holdings SHFS Stock Holding History

Inlight Wealth Management’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-520
Closed -$4.68K – 291
2024
Q4 		$4.68K Buy
+520
New +$4.37K ﹤0.01% 50

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Inlight Wealth Management's SHFS Position: Q1 2025 in Review

Inlight Wealth Management sold out of SHF Holdings (SHFS) in Q1 2025, closing a stake of 520 shares — an estimated $4.68K sold.

Inlight Wealth Management first reported a position in SHFS in Q4 2024 and held it in 1 quarter. The position peaked at $4.68K in Q4 2024. 13 funds tracked by Wall St. Rank hold SHFS as of Q1 2025.

  • Inlight Wealth Management reported no remaining SHF Holdings position as of Q1 2025 after selling out during the quarter.
  • Inlight Wealth Management sold 520 SHF Holdings shares in Q1 2025, an estimated $4.68K.
  • Inlight Wealth Management first reported a position in SHF Holdings in Q4 2024 and held it in 1 quarter.
  • Inlight Wealth Management's SHF Holdings position peaked at $4.68K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2025.

Based on Inlight Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.