Swisher Financial Concepts’s Inspire Global Hope ETF BLES Stock Holding History

Swisher Financial Concepts’s Portfolio BLES Stock Details BLES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$178K	Sell	3,740 -900	-19%	-$42.5K	0.11%	74
2026 Q1	$206K	Hold	4,640	–	–	0.12%	100
2025 Q4	$200K	Buy	+4,640	New	+$199K	0.11%	96
2025 Q2	–	Sell	-5,890	Closed	-$222K	–	91
2025 Q1	$222K	Hold	5,890	–	–	0.18%	73
2024 Q4	$218K	Hold	5,890	–	–	0.26%	59
2024 Q3	$229K	Hold	5,890	–	–	0.14%	80
2024 Q2	$215K	Hold	5,890	–	–	0.22%	74
2024 Q1	$218K	Hold	5,890	–	–	0.19%	78
2023 Q4	$204K	Buy	+5,890	New	+$193K	0.2%	79

Other funds holding BLES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

Carlson Financial Canby, Oregon $196M AUM

Swisher Financial Concepts's BLES Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Inspire Global Hope ETF (BLES) stake by 19% in Q2 2026, selling an estimated $42.5K and leaving 3,740 shares worth $178K. The position accounts for 0.11% of the portfolio, ranked #74.

Swisher Financial Concepts first reported a position in BLES in Q4 2023 and has held it in 9 quarters since. The position peaked at $229K in Q3 2024. 77 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

Swisher Financial Concepts held 3,740 shares of Inspire Global Hope ETF worth $178K as of Q2 2026.
Swisher Financial Concepts sold 900 Inspire Global Hope ETF shares in Q2 2026, an estimated $42.5K.
Inspire Global Hope ETF made up 0.11% of Swisher Financial Concepts's portfolio in Q2 2026, its #74 holding.
Swisher Financial Concepts first reported a position in Inspire Global Hope ETF in Q4 2023 and has held it in 9 quarters since.
Swisher Financial Concepts's Inspire Global Hope ETF position peaked at $229K in Q3 2024.
77 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.