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Summit Wealth Group (Colorado)’s Inspire Corporate Bond ETF IBD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Buy
60,634
+7,517
+14% +$179K 0.12% 105
2026
Q1 		$1.27M Buy
53,117
+18,879
+55% +$455K 0.13% 95
2025
Q4 		$829K Buy
+34,238
New +$828K 0.11% 110
2025
Q3 		– Sell
-27,540
Closed -$664K – 552
2025
Q2 		$664K Buy
+27,540
New +$653K 0.17% 111

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 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
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Summit Wealth Group (Colorado) increased its Inspire Corporate Bond ETF (IBD) stake by 14% in Q2 2026, buying an estimated $179K and bringing the position to 60,634 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #105.

Summit Wealth Group (Colorado) first reported a position in IBD in Q2 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 60,634 shares of Inspire Corporate Bond ETF worth $1.44M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 7,517 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $179K.
  • Inspire Corporate Bond ETF made up 0.12% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #105 holding.
  • Summit Wealth Group (Colorado) first reported a position in Inspire Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

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