SFSG
FEVR

Sound Financial Strategies Group’s Inspire Faithward Large Cap Momentum ETF FEVR Stock Holding History

Sound Financial Strategies Group’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
Q1 		– Sell
-406,574
Closed -$11.9M – 110
2021
Q4 		$11.9M Sell
406,574
-2,566
-0.6% -$76.8K 5.94% 4
2021
Q3 		$11.6M Buy
409,140
+404,606
+8,924% +$11.6M 5.8% 4
2021
Q2 		$125K Buy
+4,534
New +$119K 0.06% 82

Other funds holding FEVR

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Sound Financial Strategies Group's FEVR Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Inspire Faithward Large Cap Momentum ETF (FEVR) in Q1 2022, closing a stake of 406,574 shares — an estimated $11.9M sold.

Sound Financial Strategies Group first reported a position in FEVR in Q2 2021 and held it in 3 quarters. The position peaked at $11.9M in Q4 2021. 7 funds tracked by Wall St. Rank hold FEVR as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Inspire Faithward Large Cap Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 406,574 Inspire Faithward Large Cap Momentum ETF shares in Q1 2022, an estimated $11.9M.
  • Sound Financial Strategies Group first reported a position in Inspire Faithward Large Cap Momentum ETF in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Inspire Faithward Large Cap Momentum ETF position peaked at $11.9M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Inspire Faithward Large Cap Momentum ETF as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.