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OneAscent Wealth Management’s Inspire Global Hope ETF BLES Stock Holding History

OneAscent Wealth Management’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
Q1 		$3.38M Sell
92,962
-9,090
-9% -$319K 1.44% 5
2020
Q4 		$3.42M Buy
+102,052
New +$3.15M 1.55% 5

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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneAscent Wealth Management's BLES Position: Q1 2021 in Review

OneAscent Wealth Management reduced its Inspire Global Hope ETF (BLES) stake by 8.9% in Q1 2021, selling an estimated $319K and leaving 92,962 shares worth $3.38M. The position accounts for 1.44% of the portfolio, ranked #5.

OneAscent Wealth Management first reported a position in BLES in Q4 2020 and has held it in 2 quarters since. The position peaked at $3.42M in Q4 2020. 39 funds tracked by Wall St. Rank hold BLES as of Q1 2021.

  • OneAscent Wealth Management held 92,962 shares of Inspire Global Hope ETF worth $3.38M as of Q1 2021.
  • OneAscent Wealth Management sold 9,090 Inspire Global Hope ETF shares in Q1 2021, an estimated $319K.
  • Inspire Global Hope ETF made up 1.44% of OneAscent Wealth Management's portfolio in Q1 2021, its #5 holding.
  • OneAscent Wealth Management first reported a position in Inspire Global Hope ETF in Q4 2020 and has held it in 2 quarters since.
  • OneAscent Wealth Management's Inspire Global Hope ETF position peaked at $3.42M in Q4 2020.
  • 39 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.