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Mattson Financial Services’s Inspire Capital Appreciation ETF RISN Stock Holding History

Mattson Financial Services’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
2024
Q4 		– Sell
-1,977
Closed -$50.9K – 371
2024
Q3 		$50.9K Hold
1,977
– – 0.02% 167
2024
Q2 		$50.9K Buy
+1,977
New +$51.2K 0.02% 167

Other funds holding RISN

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Mattson Financial Services's RISN Position: Q4 2024 in Review

Mattson Financial Services sold out of Inspire Capital Appreciation ETF (RISN) in Q4 2024, closing a stake of 1,977 shares — an estimated $50.9K sold.

Mattson Financial Services first reported a position in RISN in Q2 2024 and held it in 2 quarters. The position peaked at $50.9K in Q3 2024. 12 funds tracked by Wall St. Rank hold RISN as of Q4 2024.

  • Mattson Financial Services reported no remaining Inspire Capital Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Mattson Financial Services sold 1,977 Inspire Capital Appreciation ETF shares in Q4 2024, an estimated $50.9K.
  • Mattson Financial Services first reported a position in Inspire Capital Appreciation ETF in Q2 2024 and held it in 2 quarters.
  • Mattson Financial Services's Inspire Capital Appreciation ETF position peaked at $50.9K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q4 2024.

Based on Mattson Financial Services's 13F filing for Q4 2024, filed 10 Mar 2025.