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 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SFS

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Swisher Financial Concepts's BLES Position: Q1 2026 in Review

Swisher Financial Concepts held its Inspire Global Hope ETF (BLES) position steady in Q1 2026 at 4,640 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #100.

Swisher Financial Concepts first reported a position in BLES in Q4 2023 and has held it in 8 quarters since. The position peaked at $229K in Q3 2024. 75 funds tracked by Wall St. Rank hold BLES as of Q1 2026.

Swisher Financial Concepts held 4,640 shares of Inspire Global Hope ETF worth $206K as of Q1 2026.
Swisher Financial Concepts left its Inspire Global Hope ETF share count unchanged in Q1 2026.
Inspire Global Hope ETF made up 0.12% of Swisher Financial Concepts's portfolio in Q1 2026, its #100 holding.
Swisher Financial Concepts first reported a position in Inspire Global Hope ETF in Q4 2023 and has held it in 8 quarters since.
Swisher Financial Concepts's Inspire Global Hope ETF position peaked at $229K in Q3 2024.
75 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.