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RISN icon

Simplicity Solutions’s Inspire Capital Appreciation ETF RISN Stock Holding History

Simplicity Solutions’s Portfolio RISN Stock Details RISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$323K Sell
12,953
-25
-0.2% -$584 0.01% 813
2023
Q3 		$295K Buy
+12,978
New +$307K 0.01% 771
2021
Q4 		– Sell
-14,034
Closed -$406K – 580
2021
Q3 		$406K Sell
14,034
-1,270
-8% -$38K 0.06% 325
2021
Q2 		$445K Buy
+15,304
New +$431K 0.09% 254

Other funds holding RISN

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's RISN Position: Q4 2023 in Review

Simplicity Solutions reduced its Inspire Capital Appreciation ETF (RISN) stake by 0.19% in Q4 2023, selling an estimated $584 and leaving 12,953 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #813.

Simplicity Solutions first reported a position in RISN in Q2 2021 and has held it in 4 quarters since. The position peaked at $445K in Q2 2021. 11 funds tracked by Wall St. Rank hold RISN as of Q4 2023.

  • Simplicity Solutions held 12,953 shares of Inspire Capital Appreciation ETF worth $323K as of Q4 2023.
  • Simplicity Solutions sold 25 Inspire Capital Appreciation ETF shares in Q4 2023, an estimated $584.
  • Inspire Capital Appreciation ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #813 holding.
  • Simplicity Solutions first reported a position in Inspire Capital Appreciation ETF in Q2 2021 and has held it in 4 quarters since.
  • Simplicity Solutions's Inspire Capital Appreciation ETF position peaked at $445K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.