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

Coppell Advisory Solutions’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
-10,523
Closed -$538K – 393
2025
Q1 		$538K Buy
10,523
+10,519
+262,975% +$387K 0.07% 202
2024
Q4 		$150 Hold
4
– – ﹤0.01% 1858
2024
Q3 		$152 Hold
4
– – ﹤0.01% 1756
2024
Q2 		$139 Buy
+4
New +$139 ﹤0.01% 1682
2023
Q4 		$139 Hold
4
– – ﹤0.01% 1623
2023
Q3 		$120 Hold
4
– – ﹤0.01% 1141
2023
Q2 		$128 Buy
+4
New +$122 ﹤0.01% 1365
2023
Q1 		– Sell
-4
Closed -$120 – 650
2022
Q4 		$120 Buy
+4
New +$120 ﹤0.01% 1141

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

Coppell Advisory Solutions's ISMD Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2025, closing a stake of 10,523 shares — an estimated $538K sold.

Coppell Advisory Solutions first reported a position in ISMD in Q4 2022 and held it in 8 quarters. The position peaked at $538K in Q1 2025. 79 funds tracked by Wall St. Rank hold ISMD as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 10,523 Inspire Small/Mid Cap Impact ETF shares in Q2 2025, an estimated $538K.
  • Coppell Advisory Solutions first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2022 and held it in 8 quarters.
  • Coppell Advisory Solutions's Inspire Small/Mid Cap Impact ETF position peaked at $538K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.