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Advisor Resource Council’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Advisor Resource Council’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
2021
Q3 		– Sell
-15,633
Closed -$574K – 335
2021
Q2 		$574K Buy
+15,633
New +$573K 0.06% 290

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Resource Council's ISMD Position: Q3 2021 in Review

Advisor Resource Council sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2021, closing a stake of 15,633 shares — an estimated $574K sold.

Advisor Resource Council first reported a position in ISMD in Q2 2021 and held it in 1 quarter. The position peaked at $574K in Q2 2021. 37 funds tracked by Wall St. Rank hold ISMD as of Q3 2021.

  • Advisor Resource Council reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2021 after selling out during the quarter.
  • Advisor Resource Council sold 15,633 Inspire Small/Mid Cap Impact ETF shares in Q3 2021, an estimated $574K.
  • Advisor Resource Council first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2021 and held it in 1 quarter.
  • Advisor Resource Council's Inspire Small/Mid Cap Impact ETF position peaked at $574K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2021.

Based on Advisor Resource Council's 13F filing for Q3 2021, filed 16 Nov 2021.