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D. Scott Neal’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

D. Scott Neal’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
2023
Q2 		– Sell
-8,564
Closed -$266K – 66
2023
Q1 		$266K Buy
8,564
+1,300
+18% +$41.5K 0.15% 55
2022
Q4 		$219K Buy
+7,264
New +$218K 0.11% 57

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

D. Scott Neal's ISMD Position: Q2 2023 in Review

D. Scott Neal sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2023, closing a stake of 8,564 shares — an estimated $266K sold.

D. Scott Neal first reported a position in ISMD in Q4 2022 and held it in 2 quarters. The position peaked at $266K in Q1 2023. 56 funds tracked by Wall St. Rank hold ISMD as of Q2 2023.

  • D. Scott Neal reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2023 after selling out during the quarter.
  • D. Scott Neal sold 8,564 Inspire Small/Mid Cap Impact ETF shares in Q2 2023, an estimated $266K.
  • D. Scott Neal first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2022 and held it in 2 quarters.
  • D. Scott Neal's Inspire Small/Mid Cap Impact ETF position peaked at $266K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2023.

Based on D. Scott Neal's 13F filing for Q2 2023, filed 17 Jul 2023.