Synergy Asset Management’s Inspire Growth ETF GLRY Stock Holding History

Synergy Asset Management’s Portfolio GLRY Stock Details GLRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,511	Closed	-$299K	–	363
2024 Q4	$299K	Hold	9,511	–	–	0.02%	172
2024 Q3	$299K	Sell	9,511 -1,525	-14%	-$46.7K	0.05%	113
2024 Q2	$332K	Buy	11,036 +1,933	+21%	+$57.4K	0.05%	103
2024 Q1	$274K	Sell	9,103 -1,241	-12%	-$34.3K	0.05%	108
2023 Q4	$275K	Sell	10,344 -548	-5%	-$13.9K	0.05%	115
2023 Q3	$275K	Buy	+10,892	New	+$282K	0.05%	104
2021 Q4	–	Sell	-213,913	Closed	-$6.32M	–	119
2021 Q3	$6.32M	Buy	+213,913	New	+$6.35M	1.47%	17

Other funds holding GLRY

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

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

OFS

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Synergy Asset Management's GLRY Position: Q1 2025 in Review

Synergy Asset Management sold out of Inspire Growth ETF (GLRY) in Q1 2025, closing a stake of 9,511 shares — an estimated $299K sold.

Synergy Asset Management first reported a position in GLRY in Q3 2021 and held it in 7 quarters. The position peaked at $6.32M in Q3 2021. 30 funds tracked by Wall St. Rank hold GLRY as of Q1 2025.

Synergy Asset Management reported no remaining Inspire Growth ETF position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 9,511 Inspire Growth ETF shares in Q1 2025, an estimated $299K.
Synergy Asset Management first reported a position in Inspire Growth ETF in Q3 2021 and held it in 7 quarters.
Synergy Asset Management's Inspire Growth ETF position peaked at $6.32M in Q3 2021.
30 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.