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

Cetera Advisors’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
Q1 		$384K Buy
+10,650
New +$364K ﹤0.01% 1782
2021
Q3 		– Sell
-6,000
Closed -$220K – 1445
2021
Q2 		$220K Buy
+6,000
New +$220K 0.01% 1192

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
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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 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

Cetera Advisors's ISMD Position: Q1 2024 in Review

Cetera Advisors opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2024: 10,650 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #1782 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in ISMD as recently as Q2 2021.

Cetera Advisors first reported a position in ISMD in Q2 2021 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold ISMD as of Q1 2024.

  • Cetera Advisors held 10,650 shares of Inspire Small/Mid Cap Impact ETF worth $384K as of Q1 2024.
  • Inspire Small/Mid Cap Impact ETF was a new Cetera Advisors position in Q1 2024.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1782 holding.
  • Cetera Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2021 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.