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Steward Partners Investment Advisory’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

Steward Partners Investment Advisory’s Portfolio FDLS Stock Details FDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.4K Buy
+1,548
New +$62.5K ﹤0.01% 2799

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Steward Partners Investment Advisory's FDLS Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Inspire Fidelis Multi Factor ETF (FDLS) in Q2 2026: 1,548 shares worth $65.4K. The stake represents ﹤0.01% of the portfolio and ranks #2799 among its holdings.

49 funds tracked by Wall St. Rank hold FDLS as of Q2 2026.

  • Steward Partners Investment Advisory held 1,548 shares of Inspire Fidelis Multi Factor ETF worth $65.4K as of Q2 2026.
  • Inspire Fidelis Multi Factor ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Inspire Fidelis Multi Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2799 holding.
  • 49 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.