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Venturi Wealth Management’s Inspire Global Hope ETF BLES Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-703
Closed -$26K – 723
2024
Q4 		$26K Hold
703
– – ﹤0.01% 1203
2024
Q3 		$27.8K Hold
703
– – ﹤0.01% 938
2024
Q2 		$25.7K Hold
703
– – ﹤0.01% 875
2024
Q1 		$26.4K Buy
703
+53
+8% +$1.9K ﹤0.01% 657
2023
Q4 		$23.2K Buy
+650
New +$21.3K ﹤0.01% 662

Other funds holding BLES

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Venturi Wealth Management's BLES Position: Q1 2025 in Review

Venturi Wealth Management sold out of Inspire Global Hope ETF (BLES) in Q1 2025, closing a stake of 703 shares — an estimated $26K sold.

Venturi Wealth Management first reported a position in BLES in Q4 2023 and held it in 5 quarters. The position peaked at $27.8K in Q3 2024. 67 funds tracked by Wall St. Rank hold BLES as of Q1 2025.

  • Venturi Wealth Management reported no remaining Inspire Global Hope ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 703 Inspire Global Hope ETF shares in Q1 2025, an estimated $26K.
  • Venturi Wealth Management first reported a position in Inspire Global Hope ETF in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Inspire Global Hope ETF position peaked at $27.8K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.