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Orion Portfolio Solutions’s Inspire Global Hope ETF BLES Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-899
Closed -$24K – 618
2020
Q2 		$24K Hold
899
– – ﹤0.01% 891
2020
Q1 		$19K Buy
+899
New +$24.6K ﹤0.01% 843

Other funds holding BLES

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
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
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Orion Portfolio Solutions's BLES Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Inspire Global Hope ETF (BLES) in Q3 2020, closing a stake of 899 shares — an estimated $24K sold.

Orion Portfolio Solutions first reported a position in BLES in Q1 2020 and held it in 2 quarters. The position peaked at $24K in Q2 2020. 34 funds tracked by Wall St. Rank hold BLES as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Inspire Global Hope ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 899 Inspire Global Hope ETF shares in Q3 2020, an estimated $24K.
  • Orion Portfolio Solutions first reported a position in Inspire Global Hope ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Inspire Global Hope ETF position peaked at $24K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.