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CX Institutional’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

CX Institutional’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 		$7K Hold
148
– – ﹤0.01% 1340
2026
Q1 		$6K Hold
148
– – ﹤0.01% 1348
2025
Q4 		$6K Buy
+148
New +$5.69K ﹤0.01% 1250

Other funds holding ISMD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CX Institutional's ISMD Position: Q2 2026 in Review

CX Institutional held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q2 2026 at 148 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

CX Institutional first reported a position in ISMD in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • CX Institutional held 148 shares of Inspire Small/Mid Cap Impact ETF worth $7K as of Q2 2026.
  • CX Institutional left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1340 holding.
  • CX Institutional first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.