Creekmur Asset Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Creekmur Asset Management’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 Q3	$3.19K	Hold	82	–	–	﹤0.01%	602
2025 Q2	$2.91K	Hold	82	–	–	﹤0.01%	613
2025 Q1	$2.8K	Hold	82	–	–	﹤0.01%	580
2024 Q4	$3.08K	Hold	82	–	–	﹤0.01%	551
2024 Q3	$3.11K	Hold	82	–	–	﹤0.01%	593
2024 Q2	$2.84K	Sell	82 -2,280	-97%	-$79.2K	﹤0.01%	656
2024 Q1	$85.1K	Sell	2,362 -979	-29%	-$33.5K	0.03%	190
2023 Q4	$116K	Buy	+3,341	New	+$104K	0.04%	190

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Creekmur Asset Management's ISMD Position: Q3 2025 in Review

Creekmur Asset Management held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q3 2025 at 82 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Creekmur Asset Management first reported a position in ISMD in Q4 2023 and has held it in 8 quarters since. The position peaked at $116K in Q4 2023. 75 funds tracked by Wall St. Rank hold ISMD as of Q3 2025.

Creekmur Asset Management held 82 shares of Inspire Small/Mid Cap Impact ETF worth $3.19K as of Q3 2025.
Creekmur Asset Management left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q3 2025.
Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #602 holding.
Creekmur Asset Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Inspire Small/Mid Cap Impact ETF position peaked at $116K in Q4 2023.
75 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.