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Summit Wealth Group (Colorado)’s Inspire Growth ETF GLRY Stock Holding History

Summit Wealth Group (Colorado)’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
2026
Q1 		$388K Buy
10,465
+618
+6% +$23.5K 0.04% 211
2025
Q4 		$353K Buy
+9,847
New +$360K 0.05% 191
2025
Q3 		– Sell
-8,760
Closed -$289K – 342
2025
Q2 		$289K Buy
+8,760
New +$269K 0.07% 185

Other funds holding GLRY

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GLRY Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Inspire Growth ETF (GLRY) stake by 6.3% in Q1 2026, buying an estimated $23.5K and bringing the position to 10,465 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #211.

Summit Wealth Group (Colorado) first reported a position in GLRY in Q2 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold GLRY as of Q1 2026.

  • Summit Wealth Group (Colorado) held 10,465 shares of Inspire Growth ETF worth $388K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 618 Inspire Growth ETF shares in Q1 2026, an estimated $23.5K.
  • Inspire Growth ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #211 holding.
  • Summit Wealth Group (Colorado) first reported a position in Inspire Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.