MI
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Moneywise Inc’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Moneywise Inc’s Portfolio FDLS Stock Details FDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.68M Buy
87,113
+14,021
+19% +$566K 1.37% 19
2026
Q1 		$2.7M Buy
73,092
+26,470
+57% +$1M 1.18% 25
2025
Q4 		$1.67M Buy
+46,622
New +$1.64M 0.69% 32

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Moneywise Inc's FDLS Position: Q2 2026 in Review

Moneywise Inc increased its Inspire Fidelis Multi Factor ETF (FDLS) stake by 19% in Q2 2026, buying an estimated $566K and bringing the position to 87,113 shares worth $3.68M. The position accounts for 1.37% of the portfolio, ranked #19.

Moneywise Inc first reported a position in FDLS in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

  • Moneywise Inc held 87,113 shares of Inspire Fidelis Multi Factor ETF worth $3.68M as of Q2 2026.
  • Moneywise Inc bought 14,021 Inspire Fidelis Multi Factor ETF shares in Q2 2026, an estimated $566K.
  • Inspire Fidelis Multi Factor ETF made up 1.37% of Moneywise Inc's portfolio in Q2 2026, its #19 holding.
  • Moneywise Inc first reported a position in Inspire Fidelis Multi Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.