Cetera Investment Advisers
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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
Q2 		$1.85M Buy
37,044
+1,667
+5% +$75.9K ﹤0.01% 2445
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

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers's ISMD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 4.7% in Q2 2026, buying an estimated $75.9K and bringing the position to 37,044 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Cetera Investment Advisers first reported a position in ISMD in Q4 2022 and has held it in 15 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Cetera Investment Advisers held 37,044 shares of Inspire Small/Mid Cap Impact ETF worth $1.85M as of Q2 2026.
  • Cetera Investment Advisers bought 1,667 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $75.9K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2445 holding.
  • Cetera Investment Advisers first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2022 and has held it in 15 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.