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

Atria Wealth Solutions’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
2024
Q2 		– Sell
-16,158
Closed -$584K – 2000
2024
Q1 		$584K Buy
16,158
+86
+0.5% +$2.94K 0.01% 1190
2023
Q4 		$558K Sell
16,072
-570
-3% -$17.7K 0.01% 1155
2023
Q3 		$508K Buy
16,642
+971
+6% +$31.4K 0.01% 1122
2023
Q2 		$504K Buy
15,671
+742
+5% +$22.7K 0.01% 1155
2023
Q1 		$465K Buy
14,929
+1,126
+8% +$35.9K 0.01% 1183
2022
Q4 		$416K Buy
13,803
+3,135
+29% +$93.9K 0.01% 1181
2022
Q3 		$293K Buy
10,668
+246
+2% +$7.47K 0.01% 1313
2022
Q2 		$298K Buy
10,422
+1,327
+15% +$40.9K 0.01% 1219
2022
Q1 		$302K Buy
+9,095
New +$302K 0.01% 1314

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Atria Wealth Solutions's ISMD Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2024, closing a stake of 16,158 shares — an estimated $584K sold.

Atria Wealth Solutions first reported a position in ISMD in Q1 2022 and held it in 9 quarters. The position peaked at $584K in Q1 2024. 71 funds tracked by Wall St. Rank hold ISMD as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,158 Inspire Small/Mid Cap Impact ETF shares in Q2 2024, an estimated $584K.
  • Atria Wealth Solutions first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Inspire Small/Mid Cap Impact ETF position peaked at $584K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.