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Vantage Financial Partners (Wisconsin)’s Inspire 100 ETF BIBL Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio BIBL Stock Details BIBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,375
Closed -$482K – 153
2024
Q1 		$482K Sell
12,375
-213
-2% -$7.76K 0.13% 84
2023
Q4 		$439K Buy
12,588
+268
+2% +$8.58K 0.13% 78
2023
Q3 		$385K Buy
12,320
+750
+6% +$24.7K 0.15% 48
2023
Q2 		$381K Buy
11,570
+1,194
+12% +$37.2K 0.14% 52
2023
Q1 		$326K Buy
10,376
+1,134
+12% +$35.5K 0.13% 60
2022
Q4 		$277K Buy
9,242
+390
+4% +$11.6K 0.16% 46
2022
Q3 		$246K Buy
8,852
+785
+10% +$24.3K 0.17% 43
2022
Q2 		$235K Buy
8,067
+586
+8% +$18.9K 0.14% 50
2022
Q1 		$270K Buy
7,481
+835
+13% +$29.8K 0.14% 49
2021
Q4 		$262K Buy
+6,646
New +$290K 0.1% 46

Other funds holding BIBL

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BIBL Position: Q2 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Inspire 100 ETF (BIBL) in Q2 2024, closing a stake of 12,375 shares — an estimated $482K sold.

Vantage Financial Partners (Wisconsin) first reported a position in BIBL in Q4 2021 and held it in 10 quarters. The position peaked at $482K in Q1 2024. 109 funds tracked by Wall St. Rank hold BIBL as of Q2 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining Inspire 100 ETF position as of Q2 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 12,375 Inspire 100 ETF shares in Q2 2024, an estimated $482K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Inspire 100 ETF in Q4 2021 and held it in 10 quarters.
  • Vantage Financial Partners (Wisconsin)'s Inspire 100 ETF position peaked at $482K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Inspire 100 ETF as of Q2 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q2 2024, filed 7 Aug 2024.