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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
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 – 350
2025
Q2 		$664K Buy
+27,540
New +$653K 0.17% 111

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

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

Summit Wealth Group (Colorado) increased its Inspire Corporate Bond ETF (IBD) stake by 55% in Q1 2026, buying an estimated $455K and bringing the position to 53,117 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #95.

Summit Wealth Group (Colorado) first reported a position in IBD in Q2 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Summit Wealth Group (Colorado) held 53,117 shares of Inspire Corporate Bond ETF worth $1.27M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 18,879 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $455K.
  • Inspire Corporate Bond ETF made up 0.13% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #95 holding.
  • Summit Wealth Group (Colorado) first reported a position in Inspire Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

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