AWG
ISMD icon

Altus Wealth Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-258
Closed -$8K – 471
2020
Q4 		$8K Buy
+258
New +$6.9K 0.01% 569

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
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Altus Wealth Group's ISMD Position: Q1 2021 in Review

Altus Wealth Group sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2021, closing a stake of 258 shares — an estimated $8K sold.

Altus Wealth Group first reported a position in ISMD in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 37 funds tracked by Wall St. Rank hold ISMD as of Q1 2021.

  • Altus Wealth Group reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 258 Inspire Small/Mid Cap Impact ETF shares in Q1 2021, an estimated $8K.
  • Altus Wealth Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Inspire Small/Mid Cap Impact ETF position peaked at $8K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.