Farther Finance Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Farther Finance Advisors’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	$667K	Buy	14,392 +1,201	+9%	+$58.7K	﹤0.01%	1373
2026 Q2	$660K	Sell	13,191 -467	-3%	-$21.3K	0.01%	1355
2026 Q1	$550K	Buy	+13,658	New	+$561K	0.01%	1331

Other funds holding ISMD

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's ISMD Position: Q3 2026 in Review

Farther Finance Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 9.1% in Q3 2026, buying an estimated $58.7K and bringing the position to 14,392 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Farther Finance Advisors first reported a position in ISMD in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

Farther Finance Advisors held 14,392 shares of Inspire Small/Mid Cap Impact ETF worth $667K as of Q3 2026.
Farther Finance Advisors bought 1,201 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $58.7K.
Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1373 holding.
Farther Finance Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.