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Kavar Capital Partners Group’s Inspire Global Hope ETF BLES Stock Holding History

Kavar Capital Partners Group’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
2024
Q4 		– Sell
-5,250
Closed -$207K – 179
2024
Q3 		$207K Buy
+5,250
New +$199K 0.03% 173

Other funds holding BLES

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Kavar Capital Partners Group's BLES Position: Q4 2024 in Review

Kavar Capital Partners Group sold out of Inspire Global Hope ETF (BLES) in Q4 2024, closing a stake of 5,250 shares — an estimated $207K sold.

Kavar Capital Partners Group first reported a position in BLES in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 60 funds tracked by Wall St. Rank hold BLES as of Q4 2024.

  • Kavar Capital Partners Group reported no remaining Inspire Global Hope ETF position as of Q4 2024 after selling out during the quarter.
  • Kavar Capital Partners Group sold 5,250 Inspire Global Hope ETF shares in Q4 2024, an estimated $207K.
  • Kavar Capital Partners Group first reported a position in Inspire Global Hope ETF in Q3 2024 and held it in 1 quarter.
  • Kavar Capital Partners Group's Inspire Global Hope ETF position peaked at $207K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q4 2024.

Based on Kavar Capital Partners Group's 13F filing for Q4 2024, filed 22 Jan 2025.