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Sowell Financial Services’s Inspire Capital Appreciation ETF RISN Stock Holding History

Sowell Financial Services’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
2022
Q1 		– Sell
-24,747
Closed -$707K – 432
2021
Q4 		$707K Buy
+24,747
New +$738K 0.04% 384

Other funds holding RISN

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Sowell Financial Services's RISN Position: Q1 2022 in Review

Sowell Financial Services sold out of Inspire Capital Appreciation ETF (RISN) in Q1 2022, closing a stake of 24,747 shares — an estimated $707K sold.

Sowell Financial Services first reported a position in RISN in Q4 2021 and held it in 1 quarter. The position peaked at $707K in Q4 2021. 11 funds tracked by Wall St. Rank hold RISN as of Q1 2022.

  • Sowell Financial Services reported no remaining Inspire Capital Appreciation ETF position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 24,747 Inspire Capital Appreciation ETF shares in Q1 2022, an estimated $707K.
  • Sowell Financial Services first reported a position in Inspire Capital Appreciation ETF in Q4 2021 and held it in 1 quarter.
  • Sowell Financial Services's Inspire Capital Appreciation ETF position peaked at $707K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.