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

Allworth 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
Q1 		$400 Hold
10
– – ﹤0.01% 4786
2025
Q4 		$386 Buy
+10
New +$384 ﹤0.01% 4586

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Allworth Financial's ISMD Position: Q1 2026 in Review

Allworth Financial held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q1 2026 at 10 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #4786.

Allworth Financial first reported a position in ISMD in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Allworth Financial held 10 shares of Inspire Small/Mid Cap Impact ETF worth $400 as of Q1 2026.
  • Allworth Financial left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4786 holding.
  • Allworth Financial first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.