Optivise Advisory Services’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Optivise Advisory Services’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 Q3	$395K	Buy	9,580 +1,208	+14%	+$51.4K	0.19%	127
2026 Q2	$354K	Sell	8,372 -436	-5%	-$17.6K	0.18%	141
2026 Q1	$325K	Sell	8,808 -86	-1%	-$3.25K	0.2%	125
2025 Q4	$318K	Buy	+8,894	New	+$313K	0.18%	132

Other funds holding FDLS

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Optivise Advisory Services's FDLS Position: Q3 2026 in Review

Optivise Advisory Services increased its Inspire Fidelis Multi Factor ETF (FDLS) stake by 14% in Q3 2026, buying an estimated $51.4K and bringing the position to 9,580 shares worth $395K. The position accounts for 0.19% of the portfolio, ranked #127.

Optivise Advisory Services first reported a position in FDLS in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold FDLS as of Q3 2026.

Optivise Advisory Services held 9,580 shares of Inspire Fidelis Multi Factor ETF worth $395K as of Q3 2026.
Optivise Advisory Services bought 1,208 Inspire Fidelis Multi Factor ETF shares in Q3 2026, an estimated $51.4K.
Inspire Fidelis Multi Factor ETF made up 0.19% of Optivise Advisory Services's portfolio in Q3 2026, its #127 holding.
Optivise Advisory Services first reported a position in Inspire Fidelis Multi Factor ETF in Q4 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.