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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
2026
Q2 		$7.74K Buy
+162
New +$7.66K ﹤0.01% 1373
2018
Q1 		– Sell
-26,698
Closed -$759K – 269
2017
Q4 		$759K Buy
+26,698
New +$738K 0.18% 168

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

Institute for Wealth Management's BLES Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Inspire Global Hope ETF (BLES) in Q2 2026: 162 shares worth $7.74K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BLES as recently as Q4 2017.

Institute for Wealth Management first reported a position in BLES in Q4 2017 and has held it in 2 quarters since. The position peaked at $759K in Q4 2017. 77 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • Institute for Wealth Management held 162 shares of Inspire Global Hope ETF worth $7.74K as of Q2 2026.
  • Inspire Global Hope ETF was a new Institute for Wealth Management position in Q2 2026.
  • Inspire Global Hope ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1373 holding.
  • Institute for Wealth Management first reported a position in Inspire Global Hope ETF in Q4 2017 and has held it in 2 quarters since.
  • Institute for Wealth Management's Inspire Global Hope ETF position peaked at $759K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.