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CARLSON FINANCIAL, INC.’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
31,681
+119
+0.4% +$5.42K 0.81% 29
2026
Q1 		$1.26M Buy
31,562
+248
+0.8% +$10.2K 0.74% 33
2025
Q4 		$1.21M Buy
+31,314
New +$1.2M 0.7% 31

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s ISMD Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.38% in Q2 2026, buying an estimated $5.42K and bringing the position to 31,681 shares worth $1.58M. The position accounts for 0.81% of the portfolio, ranked #29.

CARLSON FINANCIAL, INC. first reported a position in ISMD in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 31,681 shares of Inspire Small/Mid Cap Impact ETF worth $1.58M as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 119 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $5.42K.
  • Inspire Small/Mid Cap Impact ETF made up 0.81% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #29 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.