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Simplicity Solutions’s Inspire Global Hope ETF BLES Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-12,223
Closed -$409K – 533
2020
Q4 		$409K Sell
12,223
-1,468
-11% -$45.3K 0.01% 722
2020
Q3 		$380K Sell
13,691
-360
-3% -$10.1K 0.01% 680
2020
Q2 		$368K Buy
14,051
+495
+4% +$12.1K 0.01% 688
2020
Q1 		$287K Buy
13,556
+178
+1% +$4.86K 0.01% 616
2019
Q4 		$407K Buy
13,378
+1,555
+13% +$45K 0.01% 597
2019
Q3 		$328K Buy
11,823
+1,120
+10% +$31.1K 0.01% 512
2019
Q2 		$302K Buy
10,703
+2,563
+31% +$71.7K 0.01% 491
2019
Q1 		$226K Buy
+8,140
New +$219K 0.01% 642
2018
Q4 		– Sell
-9,881
Closed -$279K – 629
2018
Q3 		$279K Buy
+9,881
New +$281K 0.02% 407

Other funds holding BLES

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Simplicity Solutions's BLES Position: Q1 2021 in Review

Simplicity Solutions sold out of Inspire Global Hope ETF (BLES) in Q1 2021, closing a stake of 12,223 shares — an estimated $409K sold.

Simplicity Solutions first reported a position in BLES in Q3 2018 and held it in 9 quarters. The position peaked at $409K in Q4 2020. 39 funds tracked by Wall St. Rank hold BLES as of Q1 2021.

  • Simplicity Solutions reported no remaining Inspire Global Hope ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 12,223 Inspire Global Hope ETF shares in Q1 2021, an estimated $409K.
  • Simplicity Solutions first reported a position in Inspire Global Hope ETF in Q3 2018 and held it in 9 quarters.
  • Simplicity Solutions's Inspire Global Hope ETF position peaked at $409K in Q4 2020.
  • 39 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.