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Whitaker-Myers Wealth Managers’s Inspire Global Hope ETF BLES Stock Holding History

Whitaker-Myers Wealth Managers’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
Q4 		– Sell
-8,457
Closed -$359K – 116
2025
Q3 		$359K Buy
8,457
+748
+10% +$31.2K 0.08% 96
2025
Q2 		$313K Sell
7,709
-307
-4% -$11.9K 0.08% 92
2025
Q1 		$302K Buy
+8,016
New +$306K 0.08% 90

Other funds holding BLES

LPL Financial
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
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
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Whitaker-Myers Wealth Managers's BLES Position: Q4 2025 in Review

Whitaker-Myers Wealth Managers sold out of Inspire Global Hope ETF (BLES) in Q4 2025, closing a stake of 8,457 shares — an estimated $359K sold.

Whitaker-Myers Wealth Managers first reported a position in BLES in Q1 2025 and held it in 3 quarters. The position peaked at $359K in Q3 2025. 66 funds tracked by Wall St. Rank hold BLES as of Q4 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Inspire Global Hope ETF position as of Q4 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 8,457 Inspire Global Hope ETF shares in Q4 2025, an estimated $359K.
  • Whitaker-Myers Wealth Managers first reported a position in Inspire Global Hope ETF in Q1 2025 and held it in 3 quarters.
  • Whitaker-Myers Wealth Managers's Inspire Global Hope ETF position peaked at $359K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Inspire Global Hope ETF as of Q4 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2025, filed 22 Jan 2026.