SevenOneSeven Capital Management’s Inspire Faithward Large Cap Momentum ETF FEVR Stock Holding History

SevenOneSeven Capital Management’s Portfolio FEVR Stock Details FEVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,347	Closed	-$29K	–	64
2022 Q2	$29K	Buy	+1,347	New	+$32.1K	0.07%	46
2021 Q2	–	Sell	-90,785	Closed	-$2.27M	–	83
2021 Q1	$2.27M	Buy	90,785 +22,465	+33%	+$594K	8.38%	2
2020 Q4	$1.78M	Buy	+68,320	New	+$1.76M	15.24%	3

Other funds holding FEVR

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

SevenOneSeven Capital Management's FEVR Position: Q3 2022 in Review

SevenOneSeven Capital Management sold out of Inspire Faithward Large Cap Momentum ETF (FEVR) in Q3 2022, closing a stake of 1,347 shares — an estimated $29K sold.

SevenOneSeven Capital Management first reported a position in FEVR in Q4 2020 and held it in 3 quarters. The position peaked at $2.27M in Q1 2021. 10 funds tracked by Wall St. Rank hold FEVR as of Q3 2022.

SevenOneSeven Capital Management reported no remaining Inspire Faithward Large Cap Momentum ETF position as of Q3 2022 after selling out during the quarter.
SevenOneSeven Capital Management sold 1,347 Inspire Faithward Large Cap Momentum ETF shares in Q3 2022, an estimated $29K.
SevenOneSeven Capital Management first reported a position in Inspire Faithward Large Cap Momentum ETF in Q4 2020 and held it in 3 quarters.
SevenOneSeven Capital Management's Inspire Faithward Large Cap Momentum ETF position peaked at $2.27M in Q1 2021.
10 funds tracked by Wall St. Rank held Inspire Faithward Large Cap Momentum ETF as of Q3 2022.

Based on SevenOneSeven Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.