Institute for Wealth Management’s Inspire Capital Appreciation ETF RISN Stock Holding History

Institute for Wealth Management’s Portfolio RISN Stock Details RISN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.77K	Buy	+253	New	+$7.58K	﹤0.01%	1372

Other funds holding RISN

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Global Retirement Partners San Rafael, California $6.54B AUM

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Inspire Capital Appreciation ETF (RISN) in Q2 2026: 253 shares worth $7.77K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings.

13 funds tracked by Wall St. Rank hold RISN as of Q2 2026.

Institute for Wealth Management held 253 shares of Inspire Capital Appreciation ETF worth $7.77K as of Q2 2026.
Inspire Capital Appreciation ETF was a new Institute for Wealth Management position in Q2 2026.
Inspire Capital Appreciation ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1372 holding.
13 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q2 2026.

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