Frontier Asset Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Frontier Asset Management’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 Q1	$859K	Sell	21,483 -1,273	-6%	-$52.3K	0.18%	56
2025 Q4	$878K	Buy	22,756 +10,781	+90%	+$414K	0.2%	54
2025 Q3	$465K	Sell	11,975 -7,601	-39%	-$286K	0.12%	59
2025 Q2	$696K	Sell	19,576 -3,388	-15%	-$114K	0.19%	54
2025 Q1	$784K	Sell	22,964 -6,116	-21%	-$225K	0.23%	49
2024 Q4	$1.09M	Sell	29,080 -5,868	-17%	-$226K	0.36%	42
2024 Q3	$1.32M	Buy	34,948 +420	+1%	+$15.4K	0.44%	42
2024 Q2	$1.2M	Buy	+34,528	New	+$1.2M	0.43%	38
2023 Q1	–	Sell	-6,897	Closed	-$208K	–	56
2022 Q4	$208K	Buy	+6,897	New	+$207K	0.1%	54

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Frontier Asset Management's ISMD Position: Q1 2026 in Review

Frontier Asset Management reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 5.6% in Q1 2026, selling an estimated $52.3K and leaving 21,483 shares worth $859K. The position accounts for 0.18% of the portfolio, ranked #56.

Frontier Asset Management first reported a position in ISMD in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2024. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

Frontier Asset Management held 21,483 shares of Inspire Small/Mid Cap Impact ETF worth $859K as of Q1 2026.
Frontier Asset Management sold 1,273 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $52.3K.
Inspire Small/Mid Cap Impact ETF made up 0.18% of Frontier Asset Management's portfolio in Q1 2026, its #56 holding.
Frontier Asset Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2022 and has held it in 9 quarters since.
Frontier Asset Management's Inspire Small/Mid Cap Impact ETF position peaked at $1.32M in Q3 2024.
93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Frontier Asset Management's 13F filing for Q1 2026, filed 6 May 2026.