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Sound Financial Strategies Group’s Inspire Growth ETF GLRY Stock Holding History

Sound Financial Strategies Group’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
2022
Q1 		– Sell
-7,180
Closed -$211K – 81
2021
Q4 		$211K Buy
7,180
+738
+11% +$22.4K 0.11% 78
2021
Q3 		$190K Buy
6,442
+4,574
+245% +$136K 0.1% 80
2021
Q2 		$56K Buy
+1,868
New +$54.5K 0.03% 84

Other funds holding GLRY

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 28.74% 1-Year Est. Return

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

Sound Financial Strategies Group sold out of Inspire Growth ETF (GLRY) in Q1 2022, closing a stake of 7,180 shares — an estimated $211K sold.

Sound Financial Strategies Group first reported a position in GLRY in Q2 2021 and held it in 3 quarters. The position peaked at $211K in Q4 2021. 7 funds tracked by Wall St. Rank hold GLRY as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Inspire Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 7,180 Inspire Growth ETF shares in Q1 2022, an estimated $211K.
  • Sound Financial Strategies Group first reported a position in Inspire Growth ETF in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Inspire Growth ETF position peaked at $211K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q1 2022.

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