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Camelot Portfolios’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Camelot Portfolios’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
2026
Q1 		– Sell
-23
Closed -$871 – 359
2025
Q4 		$871 Buy
+23
New +$884 ﹤0.01% 556
2024
Q3 		– Sell
-37
Closed -$1.28K – 345
2024
Q2 		$1.28K Buy
+37
New +$1.28K ﹤0.01% 548

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Camelot Portfolios's ISMD Position: Q1 2026 in Review

Camelot Portfolios sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2026, closing a stake of 23 shares — an estimated $871 sold.

Camelot Portfolios first reported a position in ISMD in Q2 2024 and held it in 2 quarters. The position peaked at $1.28K in Q2 2024. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Camelot Portfolios reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 23 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $871.
  • Camelot Portfolios first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Inspire Small/Mid Cap Impact ETF position peaked at $1.28K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.