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Advisornet Financial’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Advisornet Financial’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 		$216K Buy
4,315
+3,160
+274% +$144K 0.01% 629
2026
Q1 		$46.2K Buy
+1,155
New +$47.5K ﹤0.01% 1072

Other funds holding ISMD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Advisornet Financial's ISMD Position: Q2 2026 in Review

Advisornet Financial increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 274% in Q2 2026, buying an estimated $144K and bringing the position to 4,315 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #629.

Advisornet Financial first reported a position in ISMD in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Advisornet Financial held 4,315 shares of Inspire Small/Mid Cap Impact ETF worth $216K as of Q2 2026.
  • Advisornet Financial bought 3,160 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $144K.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #629 holding.
  • Advisornet Financial first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.