AAS
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Avantax Advisory Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$376K Buy
10,585
+1,197
+13% +$40.2K ﹤0.01% 1756
2025
Q1 		$320K Buy
9,388
+939
+11% +$34.5K ﹤0.01% 1789
2024
Q4 		$317K Sell
8,449
-63
-0.7% -$2.43K ﹤0.01% 1747
2024
Q3 		$323K Sell
8,512
-4,514
-35% -$165K ﹤0.01% 1698
2024
Q2 		$451K Buy
13,026
+611
+5% +$21.2K ﹤0.01% 1425
2024
Q1 		$447K Buy
12,415
+446
+4% +$15.3K ﹤0.01% 1100
2023
Q4 		$415K Sell
11,969
-1,915
-14% -$59.3K ﹤0.01% 1075
2023
Q3 		$422K Sell
13,884
-130
-0.9% -$4.2K ﹤0.01% 1022
2023
Q2 		$450K Buy
14,014
+646
+5% +$19.8K 0.01% 985
2023
Q1 		$415K Hold
13,368
– – 0.01% 989
2022
Q4 		$403K Sell
13,368
-1,502
-10% -$45K 0.01% 963
2022
Q3 		$407K Sell
14,870
-3,952
-21% -$120K 0.01% 874
2022
Q2 		$538K Sell
18,822
-860
-4% -$26.5K 0.01% 757
2022
Q1 		$652K Buy
19,682
+6,078
+45% +$202K 0.01% 691
2021
Q4 		$479K Buy
13,604
+374
+3% +$13.7K 0.01% 778
2021
Q3 		$469K Buy
13,230
+2,889
+28% +$103K 0.01% 742
2021
Q2 		$378K Sell
10,341
-767
-7% -$28.1K 0.01% 806
2021
Q1 		$395K Buy
11,108
+396
+4% +$13.5K 0.01% 695
2020
Q4 		$320K Sell
10,712
-2,195
-17% -$58.7K 0.01% 697
2020
Q3 		$295K Buy
12,907
+3,572
+38% +$83.8K ﹤0.01% 1026
2020
Q2 		$212K Buy
+9,335
New +$199K 0.01% 766

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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Avantax Advisory Services's ISMD Position: Q2 2025 in Review

Avantax Advisory Services increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 13% in Q2 2025, buying an estimated $40.2K and bringing the position to 10,585 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Avantax Advisory Services first reported a position in ISMD in Q2 2020 and has held it in 21 quarters since. The position peaked at $652K in Q1 2022. 79 funds tracked by Wall St. Rank hold ISMD as of Q2 2025.

  • Avantax Advisory Services held 10,585 shares of Inspire Small/Mid Cap Impact ETF worth $376K as of Q2 2025.
  • Avantax Advisory Services bought 1,197 Inspire Small/Mid Cap Impact ETF shares in Q2 2025, an estimated $40.2K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1756 holding.
  • Avantax Advisory Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's Inspire Small/Mid Cap Impact ETF position peaked at $652K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.