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Institute for Wealth Management’s Inspire Global Hope ETF BLES Stock Holding History

Institute for Wealth Management’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
2018
Q1 		– Sell
-26,698
Closed -$759K – 269
2017
Q4 		$759K Buy
+26,698
New +$738K 0.18% 168

Other funds holding BLES

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Institute for Wealth Management's BLES Position: Q1 2018 in Review

Institute for Wealth Management sold out of Inspire Global Hope ETF (BLES) in Q1 2018, closing a stake of 26,698 shares — an estimated $759K sold.

Institute for Wealth Management first reported a position in BLES in Q4 2017 and held it in 1 quarter. The position peaked at $759K in Q4 2017. 14 funds tracked by Wall St. Rank hold BLES as of Q1 2018.

  • Institute for Wealth Management reported no remaining Inspire Global Hope ETF position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 26,698 Inspire Global Hope ETF shares in Q1 2018, an estimated $759K.
  • Institute for Wealth Management first reported a position in Inspire Global Hope ETF in Q4 2017 and held it in 1 quarter.
  • Institute for Wealth Management's Inspire Global Hope ETF position peaked at $759K in Q4 2017.
  • 14 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.