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Optivise Advisory Services’s Inspire International ETF WWJD Stock Holding History

Optivise Advisory Services’s Portfolio WWJD Stock Details WWJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$756K Sell
19,820
-742
-4% -$29K 0.38% 74
2026
Q1 		$769K Sell
20,562
-73
-0.4% -$2.78K 0.47% 61
2025
Q4 		$753K Buy
20,635
+8,023
+64% +$287K 0.43% 66
2025
Q3 		$445K Sell
12,612
-1,095
-8% -$38.1K 0.26% 94
2025
Q2 		$470K Sell
13,707
-1,383
-9% -$44.9K 0.24% 98
2025
Q1 		$464K Buy
15,090
+1,625
+12% +$49.3K 0.26% 88
2024
Q4 		$390K Sell
13,465
-747
-5% -$22.8K 0.21% 106
2024
Q3 		$459K Buy
14,212
+1,209
+9% +$37.1K 0.24% 85
2024
Q2 		$383K Buy
+13,003
New +$390K 0.21% 104

Other funds holding WWJD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Optivise Advisory Services's WWJD Position: Q2 2026 in Review

Optivise Advisory Services reduced its Inspire International ETF (WWJD) stake by 3.6% in Q2 2026, selling an estimated $29K and leaving 19,820 shares worth $756K. The position accounts for 0.38% of the portfolio, ranked #74.

Optivise Advisory Services first reported a position in WWJD in Q2 2024 and has held it in 9 quarters since. The position peaked at $769K in Q1 2026. 15 funds tracked by Wall St. Rank hold WWJD as of Q2 2026.

  • Optivise Advisory Services held 19,820 shares of Inspire International ETF worth $756K as of Q2 2026.
  • Optivise Advisory Services sold 742 Inspire International ETF shares in Q2 2026, an estimated $29K.
  • Inspire International ETF made up 0.38% of Optivise Advisory Services's portfolio in Q2 2026, its #74 holding.
  • Optivise Advisory Services first reported a position in Inspire International ETF in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Inspire International ETF position peaked at $769K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Inspire International ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.