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Gateway Wealth Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Gateway Wealth Partners’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 		$463K Buy
11,586
+5,709
+97% +$235K 0.02% 588
2025
Q4 		$227K Sell
5,877
-15
-0.3% -$576 0.03% 427
2025
Q3 		$229K Buy
+5,892
New +$222K 0.03% 377
2023
Q4 		– Sell
-11,355
Closed -$345K – 248
2023
Q3 		$345K Buy
11,355
+3,632
+47% +$117K 0.06% 174
2023
Q2 		$248K Buy
+7,723
New +$236K 0.04% 202

Other funds holding ISMD

IA
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
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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
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

Gateway Wealth Partners's ISMD Position: Q1 2026 in Review

Gateway Wealth Partners increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 97% in Q1 2026, buying an estimated $235K and bringing the position to 11,586 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #588.

Gateway Wealth Partners first reported a position in ISMD in Q2 2023 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Gateway Wealth Partners held 11,586 shares of Inspire Small/Mid Cap Impact ETF worth $463K as of Q1 2026.
  • Gateway Wealth Partners bought 5,709 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $235K.
  • Inspire Small/Mid Cap Impact ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q1 2026, its #588 holding.
  • Gateway Wealth Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2023 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.