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Ameritas Investment Company’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Ameritas Investment Company’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
2019
Q4 		– Sell
-446
Closed -$12K – 1163
2019
Q3 		$12K Buy
+446
New +$11.6K ﹤0.01% 1073

Other funds holding ISMD

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Ameritas Investment Company's ISMD Position: Q4 2019 in Review

Ameritas Investment Company sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2019, closing a stake of 446 shares — an estimated $12K sold.

Ameritas Investment Company first reported a position in ISMD in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 34 funds tracked by Wall St. Rank hold ISMD as of Q4 2019.

  • Ameritas Investment Company reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 446 Inspire Small/Mid Cap Impact ETF shares in Q4 2019, an estimated $12K.
  • Ameritas Investment Company first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2019 and held it in 1 quarter.
  • Ameritas Investment Company's Inspire Small/Mid Cap Impact ETF position peaked at $12K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2019.

Based on Ameritas Investment Company's 13F filing for Q4 2019, filed 18 Feb 2020.