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Belpointe Asset Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Belpointe Asset Management’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
Q1 		– Sell
-18,467
Closed -$697K – 982
2024
Q4 		$697K Sell
18,467
-1,100
-6% -$42.4K 0.04% 425
2024
Q3 		$742K Buy
19,567
+1,397
+8% +$51.2K 0.04% 390
2024
Q2 		$629K Sell
18,170
-10,765
-37% -$374K 0.04% 404
2024
Q1 		$1.04M Buy
28,935
+3,537
+14% +$121K 0.08% 250
2023
Q4 		$881K Sell
25,398
-1,963
-7% -$60.8K 0.08% 237
2023
Q3 		$832K Sell
27,361
-500
-2% -$16.2K 0.09% 230
2023
Q2 		$895K Buy
27,861
+21,565
+343% +$660K 0.09% 205
2023
Q1 		$195K Buy
6,296
+15
+0.2% +$479 0.01% 951
2022
Q4 		$189K Buy
+6,281
New +$188K 0.01% 927
2022
Q2 		– Sell
-11,425
Closed -$379K – 1199
2022
Q1 		$379K Buy
11,425
+7,169
+168% +$238K 0.02% 630
2021
Q4 		$150K Buy
+4,256
New +$156K 0.01% 1016
2021
Q2 		– Sell
-7,297
Closed -$260K – 1157
2021
Q1 		$260K Buy
+7,297
New +$248K 0.02% 649

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
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Belpointe Asset Management's ISMD Position: Q1 2025 in Review

Belpointe Asset Management sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2025, closing a stake of 18,467 shares — an estimated $697K sold.

Belpointe Asset Management first reported a position in ISMD in Q1 2021 and held it in 12 quarters. The position peaked at $1.04M in Q1 2024. 79 funds tracked by Wall St. Rank hold ISMD as of Q1 2025.

  • Belpointe Asset Management reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 18,467 Inspire Small/Mid Cap Impact ETF shares in Q1 2025, an estimated $697K.
  • Belpointe Asset Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2021 and held it in 12 quarters.
  • Belpointe Asset Management's Inspire Small/Mid Cap Impact ETF position peaked at $1.04M in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.