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

Continuum Advisory’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
2025
Q2 		– Sell
-1,028
Closed -$35.1K – 995
2025
Q1 		$35.1K Hold
1,028
– – ﹤0.01% 760
2024
Q4 		$38.6K Buy
1,028
+457
+80% +$17.6K ﹤0.01% 712
2024
Q3 		$22.3K Hold
571
– – ﹤0.01% 816
2024
Q2 		$19.8K Hold
571
– – ﹤0.01% 789
2024
Q1 		$20.3K Buy
+571
New +$19.5K ﹤0.01% 770

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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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

Continuum Advisory's ISMD Position: Q2 2025 in Review

Continuum Advisory sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2025, closing a stake of 1,028 shares — an estimated $35.1K sold.

Continuum Advisory first reported a position in ISMD in Q1 2024 and held it in 5 quarters. The position peaked at $38.6K in Q4 2024. 79 funds tracked by Wall St. Rank hold ISMD as of Q2 2025.

  • Continuum Advisory reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,028 Inspire Small/Mid Cap Impact ETF shares in Q2 2025, an estimated $35.1K.
  • Continuum Advisory first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Inspire Small/Mid Cap Impact ETF position peaked at $38.6K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.