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Raymond James Financial Services Advisors’s Inspire Global Hope ETF BLES Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$827K Sell
20,939
-368
-2% -$13.9K ﹤0.01% 2289
2024
Q2 		$778K Buy
21,307
+259
+1% +$9.56K ﹤0.01% 2233
2024
Q1 		$791K Sell
21,048
-365
-2% -$13.1K ﹤0.01% 2202
2023
Q4 		$764K Buy
21,413
+462
+2% +$15.1K ﹤0.01% 2141
2023
Q3 		$667K Sell
20,951
-1,733
-8% -$57.9K ﹤0.01% 2145
2023
Q2 		$758K Buy
22,684
+2,180
+11% +$71.4K ﹤0.01% 2089
2023
Q1 		$672K Sell
20,504
-831
-4% -$27.2K ﹤0.01% 2146
2022
Q4 		$667K Buy
21,335
+1,073
+5% +$32.6K ﹤0.01% 2105
2022
Q3 		$561K Buy
20,262
+1,779
+10% +$55.1K ﹤0.01% 2180
2022
Q2 		$556K Buy
18,483
+3,286
+22% +$108K ﹤0.01% 2201
2022
Q1 		$546K Buy
15,197
+5,817
+62% +$208K ﹤0.01% 2329
2021
Q4 		$356K Buy
9,380
+2,823
+43% +$111K ﹤0.01% 2595
2021
Q3 		$250K Buy
+6,557
New +$257K ﹤0.01% 2817

Other funds holding BLES

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Raymond James Financial Services Advisors's BLES Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Inspire Global Hope ETF (BLES) stake by 1.7% in Q3 2024, selling an estimated $13.9K and leaving 20,939 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Raymond James Financial Services Advisors first reported a position in BLES in Q3 2021 and has held it in 13 quarters since. 56 funds tracked by Wall St. Rank hold BLES as of Q3 2024.

  • Raymond James Financial Services Advisors held 20,939 shares of Inspire Global Hope ETF worth $827K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 368 Inspire Global Hope ETF shares in Q3 2024, an estimated $13.9K.
  • Inspire Global Hope ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2289 holding.
  • Raymond James Financial Services Advisors first reported a position in Inspire Global Hope ETF in Q3 2021 and has held it in 13 quarters since.
  • 56 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.