Sowell Financial Services
BLES icon

Sowell Financial Services’s Inspire Global Hope ETF BLES Stock Holding History

Sowell Financial Services’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
2026
Q2 		$5.54M Buy
116,092
+12,832
+12% +$606K 0.18% 121
2026
Q1 		$4.58M Buy
103,260
+11,921
+13% +$540K 0.17% 124
2025
Q4 		$3.95M Sell
91,339
-450
-0.5% -$19.3K 0.15% 140
2025
Q3 		$3.9M Buy
91,789
+969
+1% +$40.4K 0.15% 139
2025
Q2 		$3.69M Buy
90,820
+12,616
+16% +$487K 0.15% 143
2025
Q1 		$2.95M Buy
78,204
+47,849
+158% +$1.83M 0.13% 158
2024
Q4 		$1.12M Buy
+30,355
New +$1.17M 0.06% 299
2024
Q3 		– Sell
-15,547
Closed -$572K – 538
2024
Q2 		$572K Sell
15,547
-20,727
-57% -$765K 0.03% 416
2024
Q1 		$1.37M Sell
36,274
-1,492
-4% -$53.5K 0.06% 297
2023
Q4 		$1.35M Sell
37,766
-4,937
-12% -$162K 0.07% 282
2023
Q3 		$1.37M Sell
42,703
-1,118
-3% -$37.3K 0.09% 256
2023
Q2 		$1.48M Sell
43,821
-5,367
-11% -$176K 0.08% 275
2023
Q1 		$1.61M Buy
+49,188
New +$1.61M 0.12% 197
2020
Q1 		– Sell
-81,328
Closed -$2.47M – 2432
2019
Q4 		$2.47M Sell
81,328
-5,485
-6% -$159K 0.19% 117
2019
Q3 		$2.41M Buy
+86,813
New +$2.41M 0.2% 106
2019
Q1 		$2.27M Buy
+81,722
New +$2.2M 0.25% 90

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $196M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sowell Financial Services's BLES Position: Q2 2026 in Review

Sowell Financial Services increased its Inspire Global Hope ETF (BLES) stake by 12% in Q2 2026, buying an estimated $606K and bringing the position to 116,092 shares worth $5.54M. The position accounts for 0.18% of the portfolio, ranked #121.

Sowell Financial Services first reported a position in BLES in Q1 2019 and has held it in 16 quarters since. 76 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • Sowell Financial Services held 116,092 shares of Inspire Global Hope ETF worth $5.54M as of Q2 2026.
  • Sowell Financial Services bought 12,832 Inspire Global Hope ETF shares in Q2 2026, an estimated $606K.
  • Inspire Global Hope ETF made up 0.18% of Sowell Financial Services's portfolio in Q2 2026, its #121 holding.
  • Sowell Financial Services first reported a position in Inspire Global Hope ETF in Q1 2019 and has held it in 16 quarters since.
  • 76 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.