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Well Done LLC’s Inspire Global Hope ETF BLES Stock Holding History

Well Done LLC’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
Q2 		$229K Sell
4,796
-201
-4% -$9.5K 0.03% 186
2026
Q1 		$222K Sell
4,997
-24
-0.5% -$1.09K 0.03% 181
2025
Q4 		$217K Sell
5,021
-78
-2% -$3.34K 0.03% 181
2025
Q3 		$217K Sell
5,099
-328
-6% -$13.7K 0.04% 171
2025
Q2 		$221K Buy
+5,427
New +$210K 0.04% 161
2024
Q1 		– Sell
-10,386
Closed -$371K – 187
2023
Q4 		$371K Hold
10,386
– – 0.07% 129
2023
Q3 		$331K Buy
+10,386
New +$347K 0.07% 122

Other funds holding BLES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $196M AUM

Well Done LLC's BLES Position: Q2 2026 in Review

Well Done LLC reduced its Inspire Global Hope ETF (BLES) stake by 4% in Q2 2026, selling an estimated $9.5K and leaving 4,796 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #186.

Well Done LLC first reported a position in BLES in Q3 2023 and has held it in 7 quarters since. The position peaked at $371K in Q4 2023. 77 funds tracked by Wall St. Rank hold BLES as of Q2 2026.

  • Well Done LLC held 4,796 shares of Inspire Global Hope ETF worth $229K as of Q2 2026.
  • Well Done LLC sold 201 Inspire Global Hope ETF shares in Q2 2026, an estimated $9.5K.
  • Inspire Global Hope ETF made up 0.03% of Well Done LLC's portfolio in Q2 2026, its #186 holding.
  • Well Done LLC first reported a position in Inspire Global Hope ETF in Q3 2023 and has held it in 7 quarters since.
  • Well Done LLC's Inspire Global Hope ETF position peaked at $371K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.