Summit Wealth Group (Colorado)
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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
Q2 		$489K Buy
11,184
+719
+7% +$29.6K 0.04% 219
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 – 548
2025
Q2 		$289K Buy
+8,760
New +$269K 0.07% 185

Other funds holding GLRY

Faithward Advisors
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $196M AUM
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GLRY Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Inspire Growth ETF (GLRY) stake by 6.9% in Q2 2026, buying an estimated $29.6K and bringing the position to 11,184 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #219.

Summit Wealth Group (Colorado) first reported a position in GLRY in Q2 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold GLRY as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,184 shares of Inspire Growth ETF worth $489K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 719 Inspire Growth ETF shares in Q2 2026, an estimated $29.6K.
  • Inspire Growth ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #219 holding.
  • Summit Wealth Group (Colorado) first reported a position in Inspire Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.