Cetera Investment Advisers

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

Cetera Investment Advisers’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	$1.41M	Buy	35,377 +3,045	+9%	+$125K	﹤0.01%	2598
2025 Q4	$1.25M	Buy	32,332 +4,687	+17%	+$180K	﹤0.01%	2635
2025 Q3	$1.07M	Buy	27,645 +6,401	+30%	+$241K	﹤0.01%	2708
2025 Q2	$755K	Buy	21,244 +2,216	+12%	+$74.5K	﹤0.01%	2628
2025 Q1	$649K	Buy	19,028 +2,887	+18%	+$106K	﹤0.01%	2625
2024 Q4	$606K	Buy	16,141 +2,454	+18%	+$94.6K	﹤0.01%	2534
2024 Q3	$519K	Buy	13,687 +1,245	+10%	+$45.6K	﹤0.01%	2621
2024 Q2	$431K	Buy	12,442 +1,208	+11%	+$41.9K	﹤0.01%	2706
2024 Q1	$405K	Buy	11,234 +2,076	+23%	+$71K	﹤0.01%	2782
2023 Q4	$318K	Buy	9,158 +233	+3%	+$7.22K	﹤0.01%	1757
2023 Q3	$271K	Buy	8,925 +577	+7%	+$18.6K	﹤0.01%	1797
2023 Q2	$268K	Buy	8,348 +289	+4%	+$8.84K	﹤0.01%	1818
2023 Q1	$250K	Buy	8,059 +670	+9%	+$21.4K	﹤0.01%	1817
2022 Q4	$222K	Buy	+7,389	New	+$221K	﹤0.01%	1846

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return