Sigma Planning Corp
BLES icon

Sigma Planning Corp’s Inspire Global Hope ETF BLES Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-11,850
Closed -$329K – 1206
2020
Q3 		$329K Sell
11,850
-3,550
-23% -$100K 0.01% 759
2020
Q2 		$403K Buy
15,400
+200
+1% +$4.9K 0.02% 670
2020
Q1 		$322K Buy
15,200
+325
+2% +$8.88K 0.02% 615
2019
Q4 		$452K Buy
14,875
+1,050
+8% +$30.4K 0.02% 633
2019
Q3 		$384K Sell
13,825
-500
-3% -$13.9K 0.02% 673
2019
Q2 		$404K Buy
+14,325
New +$401K 0.02% 622

Other funds holding BLES

Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Paradiem
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Keel Point
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Sigma Planning Corp's BLES Position: Q4 2020 in Review

Sigma Planning Corp sold out of Inspire Global Hope ETF (BLES) in Q4 2020, closing a stake of 11,850 shares — an estimated $329K sold.

Sigma Planning Corp first reported a position in BLES in Q2 2019 and held it in 6 quarters. The position peaked at $452K in Q4 2019. 35 funds tracked by Wall St. Rank hold BLES as of Q4 2020.

  • Sigma Planning Corp reported no remaining Inspire Global Hope ETF position as of Q4 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 11,850 Inspire Global Hope ETF shares in Q4 2020, an estimated $329K.
  • Sigma Planning Corp first reported a position in Inspire Global Hope ETF in Q2 2019 and held it in 6 quarters.
  • Sigma Planning Corp's Inspire Global Hope ETF position peaked at $452K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q4 2020.

Based on Sigma Planning Corp's 13F filing for Q4 2020, filed 9 Feb 2021.