SAM
FEVR

Synergy Asset Management’s Inspire Faithward Large Cap Momentum ETF FEVR Stock Holding History

Synergy Asset Management’s Portfolio FEVR Stock Details FEVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-221,686
Closed -$6.05M – 138
2022
Q1 		$6.05M Buy
+221,686
New +$5.8M 1.46% 26
2021
Q4 		– Sell
-219,045
Closed -$6.18M – 134
2021
Q3 		$6.18M Buy
+219,045
New +$6.29M 1.44% 23

Other funds holding FEVR

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SCM
SevenOneSeven Capital Management Lancaster, Pennsylvania $2.17M AUM 8.67% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Synergy Asset Management's FEVR Position: Q2 2022 in Review

Synergy Asset Management sold out of Inspire Faithward Large Cap Momentum ETF (FEVR) in Q2 2022, closing a stake of 221,686 shares — an estimated $6.05M sold.

Synergy Asset Management first reported a position in FEVR in Q3 2021 and held it in 2 quarters. The position peaked at $6.18M in Q3 2021. 8 funds tracked by Wall St. Rank hold FEVR as of Q2 2022.

  • Synergy Asset Management reported no remaining Inspire Faithward Large Cap Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Synergy Asset Management sold 221,686 Inspire Faithward Large Cap Momentum ETF shares in Q2 2022, an estimated $6.05M.
  • Synergy Asset Management first reported a position in Inspire Faithward Large Cap Momentum ETF in Q3 2021 and held it in 2 quarters.
  • Synergy Asset Management's Inspire Faithward Large Cap Momentum ETF position peaked at $6.18M in Q3 2021.
  • 8 funds tracked by Wall St. Rank held Inspire Faithward Large Cap Momentum ETF as of Q2 2022.

Based on Synergy Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.