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Mariner Independent Advisor Network’s Inspire Global Hope ETF BLES Stock Holding History

Mariner Independent Advisor Network’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
2019
Q3 		– Sell
-15,394
Closed -$434K – 372
2019
Q2 		$434K Sell
15,394
-3,304
-18% -$92.4K 0.03% 325
2019
Q1 		$518K Hold
18,698
– – 0.04% 299
2018
Q4 		$453K Buy
18,698
+7,045
+60% +$184K 0.04% 304
2018
Q3 		$329K Buy
+11,653
New +$332K 0.04% 210

Other funds holding BLES

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Independent Advisor Network's BLES Position: Q3 2019 in Review

Mariner Independent Advisor Network sold out of Inspire Global Hope ETF (BLES) in Q3 2019, closing a stake of 15,394 shares — an estimated $434K sold.

Mariner Independent Advisor Network first reported a position in BLES in Q3 2018 and held it in 4 quarters. The position peaked at $518K in Q1 2019. 33 funds tracked by Wall St. Rank hold BLES as of Q3 2019.

  • Mariner Independent Advisor Network reported no remaining Inspire Global Hope ETF position as of Q3 2019 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 15,394 Inspire Global Hope ETF shares in Q3 2019, an estimated $434K.
  • Mariner Independent Advisor Network first reported a position in Inspire Global Hope ETF in Q3 2018 and held it in 4 quarters.
  • Mariner Independent Advisor Network's Inspire Global Hope ETF position peaked at $518K in Q1 2019.
  • 33 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q3 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2019, filed 4 Nov 2019.