Cornerstone Planning Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Cornerstone Planning Group’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	$208K	Buy	4,207 +18	+0.4%	+$820	0.03%	171
2026 Q1	$189K	Buy	4,189 +12	+0.3%	+$493	0.03%	175
2025 Q4	$172K	Buy	4,177 +11	+0.3%	+$423	0.03%	153
2025 Q3	$158K	Buy	4,166 +12	+0.3%	+$452	0.03%	161
2025 Q2	$150K	Buy	4,154 +14	+0.3%	+$470	0.03%	105
2025 Q1	$132K	Buy	4,140 +16	+0.4%	+$588	0.03%	119
2024 Q4	$159K	Buy	4,124 +9	+0.2%	+$347	0.04%	85
2024 Q3	$154K	Buy	4,115 +12	+0.3%	+$439	0.04%	88
2024 Q2	$143K	Buy	4,103 +17	+0.4%	+$590	0.04%	105
2024 Q1	$142K	Buy	4,086 +15	+0.4%	+$513	0.04%	91
2023 Q4	$141K	Hold	4,071	–	–	0.05%	100
2023 Q3	$124K	Hold	4,071	–	–	0.05%	103
2023 Q2	$131K	Buy	+4,071	New	+$125K	0.05%	113

Other funds holding ISMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cornerstone Planning Group's ISMD Position: Q2 2026 in Review

Cornerstone Planning Group increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.43% in Q2 2026, buying an estimated $820 and bringing the position to 4,207 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #171.

Cornerstone Planning Group first reported a position in ISMD in Q2 2023 and has held it in 13 quarters since. 56 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

Cornerstone Planning Group held 4,207 shares of Inspire Small/Mid Cap Impact ETF worth $208K as of Q2 2026.
Cornerstone Planning Group bought 18 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $820.
Inspire Small/Mid Cap Impact ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #171 holding.
Cornerstone Planning Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2023 and has held it in 13 quarters since.
56 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.