JWA
GLRY icon

JFS Wealth Advisors’s Inspire Growth ETF GLRY Stock Holding History

JFS Wealth Advisors’s Portfolio GLRY Stock Details GLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-791
Closed -$24.4K – 1960
2024
Q4 		$24.4K Hold
791
– – ﹤0.01% 597
2024
Q3 		$24.9K Hold
791
– – ﹤0.01% 597
2024
Q2 		$23.8K Hold
791
– – ﹤0.01% 564
2024
Q1 		$23.8K Buy
+791
New +$21.9K ﹤0.01% 589

Other funds holding GLRY

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JFS Wealth Advisors's GLRY Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Inspire Growth ETF (GLRY) in Q1 2025, closing a stake of 791 shares — an estimated $24.4K sold.

JFS Wealth Advisors first reported a position in GLRY in Q1 2024 and held it in 4 quarters. The position peaked at $24.9K in Q3 2024. 30 funds tracked by Wall St. Rank hold GLRY as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Inspire Growth ETF position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 791 Inspire Growth ETF shares in Q1 2025, an estimated $24.4K.
  • JFS Wealth Advisors first reported a position in Inspire Growth ETF in Q1 2024 and held it in 4 quarters.
  • JFS Wealth Advisors's Inspire Growth ETF position peaked at $24.9K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q1 2025.

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