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

Carson Wealth (CWM LLC)

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return