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Next Financial Group’s Inspire Global Hope ETF BLES Stock Holding History

Next Financial 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
2021
Q4 		$546K Buy
14,409
+3,693
+34% +$145K 0.04% 509
2021
Q3 		$409K Buy
10,716
+1,299
+14% +$50.9K 0.03% 547
2021
Q2 		$367K Buy
9,417
+3,303
+54% +$127K 0.03% 586
2021
Q1 		$222K Buy
6,114
+2,376
+64% +$83.5K 0.02% 730
2020
Q4 		$125K Buy
3,738
+1,078
+41% +$33.3K 0.01% 881
2020
Q3 		$74K Buy
+2,660
New +$74.6K 0.01% 977
2020
Q2 		– Sell
-1,122
Closed -$24K – 751
2020
Q1 		$24K Sell
1,122
-244
-18% -$6.66K ﹤0.01% 1201
2019
Q4 		$42K Buy
1,366
+18
+1% +$521 ﹤0.01% 1250
2019
Q3 		$37K Buy
+1,348
New +$37.4K ﹤0.01% 1228

Other funds holding BLES

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 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
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Next Financial Group's BLES Position: Q4 2021 in Review

Next Financial Group increased its Inspire Global Hope ETF (BLES) stake by 34% in Q4 2021, buying an estimated $145K and bringing the position to 14,409 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #509.

Next Financial Group first reported a position in BLES in Q3 2019 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold BLES as of Q4 2021.

  • Next Financial Group held 14,409 shares of Inspire Global Hope ETF worth $546K as of Q4 2021.
  • Next Financial Group bought 3,693 Inspire Global Hope ETF shares in Q4 2021, an estimated $145K.
  • Inspire Global Hope ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #509 holding.
  • Next Financial Group first reported a position in Inspire Global Hope ETF in Q3 2019 and has held it in 9 quarters since.
  • 42 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.