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Atria Investments’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Atria Investments’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
2020
Q2 		– Sell
-35,693
Closed -$687K – 662
2020
Q1 		$687K Buy
35,693
+6,390
+22% +$160K 0.05% 292
2019
Q4 		$826K Sell
29,303
-291
-1% -$7.9K 0.02% 607
2019
Q3 		$779K Sell
29,594
-69
-0.2% -$1.8K 0.03% 487
2019
Q2 		$741K Buy
+29,663
New +$786K 0.03% 482

Other funds holding ISMD

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's ISMD Position: Q2 2020 in Review

Atria Investments sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2020, closing a stake of 35,693 shares — an estimated $687K sold.

Atria Investments first reported a position in ISMD in Q2 2019 and held it in 4 quarters. The position peaked at $826K in Q4 2019. 33 funds tracked by Wall St. Rank hold ISMD as of Q2 2020.

  • Atria Investments reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 35,693 Inspire Small/Mid Cap Impact ETF shares in Q2 2020, an estimated $687K.
  • Atria Investments first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2019 and held it in 4 quarters.
  • Atria Investments's Inspire Small/Mid Cap Impact ETF position peaked at $826K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.