CX Institutional
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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
Q3 		$7K Hold
148
– – ﹤0.01% 1402
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

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

CX Institutional's ISMD Position: Q3 2026 in Review

CX Institutional held its Inspire Small/Mid Cap Impact ETF (ISMD) position steady in Q3 2026 at 148 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

CX Institutional first reported a position in ISMD in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • CX Institutional held 148 shares of Inspire Small/Mid Cap Impact ETF worth $7K as of Q3 2026.
  • CX Institutional left its Inspire Small/Mid Cap Impact ETF share count unchanged in Q3 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1402 holding.
  • CX Institutional first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.