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Focus Partners Advisor Solutions’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Focus Partners Advisor Solutions’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 		$1.39M Buy
27,900
+2,635
+10% +$120K 0.01% 459
2026
Q1 		$1.01M Buy
25,265
+8,104
+47% +$333K 0.01% 556
2025
Q4 		$662K Sell
17,161
-6,230
-27% -$239K 0.01% 627
2025
Q3 		$886K Buy
+23,391
New +$880K 0.01% 572

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Advisor Solutions's ISMD Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 10% in Q2 2026, buying an estimated $120K and bringing the position to 27,900 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #459.

Focus Partners Advisor Solutions first reported a position in ISMD in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Focus Partners Advisor Solutions held 27,900 shares of Inspire Small/Mid Cap Impact ETF worth $1.39M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 2,635 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $120K.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #459 holding.
  • Focus Partners Advisor Solutions first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.