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

CEDRUS’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
Q3 		$214K Buy
+5,644
New +$207K 0.08% 172
2024
Q2 		– Sell
-5,628
Closed -$203K – 164
2024
Q1 		$203K Buy
+5,628
New +$193K 0.11% 148

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 $673M AUM 21.2% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.57B AUM 20.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CEDRUS's ISMD Position: Q3 2024 in Review

CEDRUS opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2024: 5,644 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #172 among its holdings. This is a return to the name: CEDRUS previously reported a position in ISMD as recently as Q1 2024.

CEDRUS first reported a position in ISMD in Q1 2024 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold ISMD as of Q3 2024.

  • CEDRUS held 5,644 shares of Inspire Small/Mid Cap Impact ETF worth $214K as of Q3 2024.
  • Inspire Small/Mid Cap Impact ETF was a new CEDRUS position in Q3 2024.
  • Inspire Small/Mid Cap Impact ETF made up 0.08% of CEDRUS's portfolio in Q3 2024, its #172 holding.
  • CEDRUS first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2024 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.