II
ADV icon

Inspire Investing’s Advantage Solutions ADV Stock Holding History

Inspire Investing’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$471K Buy
22,270
+99
+0.4% +$1.91K 0.03% 846
2025
Q4 		$488K Buy
22,171
+10,335
+87% +$299K 0.04% 326
2025
Q3 		$453K Sell
11,836
-78
-0.7% -$3.24K 0.04% 638
2025
Q2 		$393K Buy
11,914
+2,641
+28% +$87K 0.04% 386
2025
Q1 		$350K Buy
9,273
+3,752
+68% +$219K 0.04% 344
2024
Q4 		$403K Buy
5,521
+616
+13% +$50.3K 0.05% 413
2024
Q3 		$421K Buy
+4,905
New +$452K 0.04% 361

Other funds holding ADV

CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return