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Root Financial Partners’s Inspire Global Hope ETF BLES Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-726
Closed -$32.2K – 769
2026
Q1 		$32.2K Buy
+726
New +$32.9K ﹤0.01% 1077

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AssetMark Inc
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SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $196M AUM

Root Financial Partners's BLES Position: Q2 2026 in Review

Root Financial Partners sold out of Inspire Global Hope ETF (BLES) in Q2 2026, closing a stake of 726 shares — an estimated $32.2K sold.

Root Financial Partners first reported a position in BLES in Q1 2026 and held it in 1 quarter. The position peaked at $32.2K in Q1 2026. 76 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • Root Financial Partners reported no remaining Inspire Global Hope ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 726 Inspire Global Hope ETF shares in Q2 2026, an estimated $32.2K.
  • Root Financial Partners first reported a position in Inspire Global Hope ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Inspire Global Hope ETF position peaked at $32.2K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.