SOS
GLRY icon

Silver Oak Securities’s Inspire Growth ETF GLRY Stock Holding History

Silver Oak Securities’s Portfolio GLRY Stock Details GLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,136
Closed -$217K – 504
2023
Q4 		$217K Buy
8,136
+7,692
+1,732% +$194K 0.03% 447
2023
Q3 		$11.2K Sell
444
-58,657
-99% -$1.52M ﹤0.01% 420
2023
Q2 		$1.51M Sell
59,101
-17,507
-23% -$422K 0.24% 89
2023
Q1 		$1.92M Buy
+76,608
New +$1.83M 0.32% 63
2022
Q4 		– Sell
-444
Closed -$11.2K – 372
2022
Q3 		$11.2K Buy
+444
New +$9.78K ﹤0.01% 420

Other funds holding GLRY

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Silver Oak Securities's GLRY Position: Q1 2024 in Review

Silver Oak Securities sold out of Inspire Growth ETF (GLRY) in Q1 2024, closing a stake of 8,136 shares — an estimated $217K sold.

Silver Oak Securities first reported a position in GLRY in Q3 2022 and held it in 5 quarters. The position peaked at $1.92M in Q1 2023. 15 funds tracked by Wall St. Rank hold GLRY as of Q1 2024.

  • Silver Oak Securities reported no remaining Inspire Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Silver Oak Securities sold 8,136 Inspire Growth ETF shares in Q1 2024, an estimated $217K.
  • Silver Oak Securities first reported a position in Inspire Growth ETF in Q3 2022 and held it in 5 quarters.
  • Silver Oak Securities's Inspire Growth ETF position peaked at $1.92M in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.