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Inspire Tactical Balanced ETF
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Overview Fund Activity

14 hedge funds and large institutions have $76.7M invested in Inspire Tactical Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
3
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
$3.51M
2
HI
Harbour Investments
Wisconsin
$53.7K
3
Morgan Stanley
Morgan Stanley
New York
$165

Top Sellers

1
IA
Inspire Advisors
Idaho
$71.1M
2
GS
GTS Securities
New York
$758K
3
CA
Continuum Advisory
Idaho
$0
4
UBS Group
UBS Group
Switzerland
$5.49K
5
GSEP
Golden State Equity Partners
California
$238K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$71.1M -$2.69M -98,074 -4%
CFD
2
Creative Financial Designs
Indiana
$3.51M +$3.44M +125,390 +5,628%
GS
3
GTS Securities
New York
$758K -$62K -2,256 -8%
II
4
Inspire Investing
Idaho
$454K – – –
GSEP
5
Golden State Equity Partners
California
$238K -$22K -802 -8%
AAP
6
Arax Advisory Partners
Colorado
$169K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$134K – – –
WIM
8
Westside Investment Management
California
$119K – – –
GRP
9
Global Retirement Partners
California
$108K +$108K +3,927 New
HI
10
Harbour Investments
Wisconsin
$53.7K +$55 +2 +0.1%
AWM
11
AE Wealth Management
Kansas
$43.5K – – –
BFS
12
Bare Financial Services
Pennsylvania
$14.3K – – –
UBS Group
13
UBS Group
Switzerland
$5.49K -$33.8K -1,232 -86%
Morgan Stanley
14
Morgan Stanley
New York
$165 +$33 +1 +25%
CA
15
Continuum Advisory
Idaho
– -$40.4K -1,562 Closed