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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

Other funds holding RISN

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
CAM
Creekmur Asset Management Morton, Illinois $1.33M 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.