OneAscent Financial Services
RISN icon

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

OneAscent 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
Q1 		– Sell
-11,950
Closed -$298K – 400
2023
Q4 		$298K Buy
+11,950
New +$279K 0.04% 269
2022
Q4 		– Sell
-10,790
Closed -$250K – 229
2022
Q3 		$250K Buy
10,790
+1,670
+18% +$39.6K 0.1% 153
2022
Q2 		$219K Buy
+9,120
New +$223K 0.1% 196

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Inspire Investing
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Susquehanna International Group
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Clear Creek Financial Management
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Citadel Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Creative Financial Designs
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Creekmur Asset Management
Creekmur Asset Management Morton, Illinois $2.07M AUM

OneAscent Financial Services's RISN Position: Q1 2024 in Review

OneAscent Financial Services sold out of Inspire Capital Appreciation ETF (RISN) in Q1 2024, closing a stake of 11,950 shares — an estimated $298K sold.

OneAscent Financial Services first reported a position in RISN in Q2 2022 and held it in 3 quarters. The position peaked at $298K in Q4 2023. 13 funds tracked by Wall St. Rank hold RISN as of Q1 2024.

  • OneAscent Financial Services reported no remaining Inspire Capital Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • OneAscent Financial Services sold 11,950 Inspire Capital Appreciation ETF shares in Q1 2024, an estimated $298K.
  • OneAscent Financial Services first reported a position in Inspire Capital Appreciation ETF in Q2 2022 and held it in 3 quarters.
  • OneAscent Financial Services's Inspire Capital Appreciation ETF position peaked at $298K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q1 2024.

Based on OneAscent Financial Services's 13F filing for Q1 2024, filed 16 Apr 2024.