CFD
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Creative Financial Designs’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Creative Financial Designs’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 		$2M Sell
49,957
-131,557
-72% -$5.41M 0.12% 150
2025
Q4 		$7M Buy
181,514
+19,802
+12% +$761K 0.44% 50
2025
Q3 		$6.28M Buy
161,712
+9,362
+6% +$352K 0.42% 57
2025
Q2 		$5.41M Buy
152,350
+125,491
+467% +$4.22M 0.39% 58
2025
Q1 		$916K Buy
26,859
+2,179
+9% +$80.1K 0.07% 206
2024
Q4 		$926K Sell
24,680
-828
-3% -$31.9K 0.08% 201
2024
Q3 		$967K Buy
25,508
+3,765
+17% +$138K 0.08% 198
2024
Q2 		$753K Buy
21,743
+355
+2% +$12.3K 0.07% 215
2024
Q1 		$770K Sell
21,388
-316,226
-94% -$10.8M 0.07% 196
2023
Q4 		$11.7M Buy
337,614
+5,614
+2% +$174K 1.19% 17
2023
Q3 		$10.1M Sell
332,000
-5,825
-2% -$188K 1.18% 20
2023
Q2 		$10.9M Buy
337,825
+103,629
+44% +$3.17M 1.28% 16
2023
Q1 		$7.27M Sell
234,196
-3,886
-2% -$124K 0.95% 22
2022
Q4 		$7.17M Buy
238,082
+25,089
+12% +$752K 1.06% 21
2022
Q3 		$5.83M Buy
212,993
+5,259
+3% +$160K 0.95% 21
2022
Q2 		$5.93M Buy
207,734
+11,653
+6% +$359K 0.97% 25
2022
Q1 		$6.51M Buy
196,081
+7,755
+4% +$258K 0.99% 25
2021
Q4 		$6.64M Buy
188,326
+13,426
+8% +$493K 1% 25
2021
Q3 		$6.2M Buy
174,900
+2,333
+1% +$83.4K 1.03% 25
2021
Q2 		$6.34M Sell
172,567
-21,267
-11% -$779K 1.1% 24
2021
Q1 		$6.9M Sell
193,834
-2,133
-1% -$72.6K 1.35% 19
2020
Q4 		$5.86M Sell
195,967
-832
-0.4% -$22.2K 1.25% 24
2020
Q3 		$4.47M Sell
196,799
-34,889
-15% -$819K 1.1% 24
2020
Q2 		$5.24M Buy
231,688
+27,246
+13% +$581K 1.59% 14
2020
Q1 		$3.94M Buy
204,442
+126,269
+162% +$3.16M 2.03% 12
2019
Q4 		$2.24M Buy
78,173
+3,829
+5% +$104K 1% 29
2019
Q3 		$1.89M Buy
74,344
+1,870
+3% +$48.8K 1.02% 28
2019
Q2 		$1.92M Buy
72,474
+2,770
+4% +$73.4K 1.04% 25
2019
Q1 		$1.83M Buy
69,704
+1,735
+3% +$44.8K 1.1% 24
2018
Q4 		$1.55M Buy
67,969
+12,418
+22% +$324K 1.13% 24
2018
Q3 		$1.64M Buy
55,551
+10,157
+22% +$299K 0.94% 29
2018
Q2 		$1.29M Buy
45,394
+22,431
+98% +$622K 0.76% 38
2018
Q1 		$602K Buy
22,963
+2,904
+14% +$77.6K 0.39% 63
2017
Q4 		$530K Buy
20,059
+10,960
+120% +$288K 0.36% 69
2017
Q3 		$239K Buy
9,099
+2,826
+45% +$70.6K 0.14% 125
2017
Q2 		$158K Buy
6,273
+5,793
+1,207% +$143K 0.1% 151
2017
Q1 		$12K Buy
+480
New +$11.8K 0.01% 379

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Creative Financial Designs's ISMD Position: Q1 2026 in Review

Creative Financial Designs reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 72% in Q1 2026, selling an estimated $5.41M and leaving 49,957 shares worth $2M. The position accounts for 0.12% of the portfolio, ranked #150.

Creative Financial Designs first reported a position in ISMD in Q1 2017 and has held it in 37 quarters since. The position peaked at $11.7M in Q4 2023. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Creative Financial Designs held 49,957 shares of Inspire Small/Mid Cap Impact ETF worth $2M as of Q1 2026.
  • Creative Financial Designs sold 131,557 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $5.41M.
  • Inspire Small/Mid Cap Impact ETF made up 0.12% of Creative Financial Designs's portfolio in Q1 2026, its #150 holding.
  • Creative Financial Designs first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2017 and has held it in 37 quarters since.
  • Creative Financial Designs's Inspire Small/Mid Cap Impact ETF position peaked at $11.7M in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.