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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
Q2 		$352K Sell
7,044
-4,542
-39% -$207K 0.02% 580
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 $1.44B 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

Gateway Wealth Partners's ISMD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 39% in Q2 2026, selling an estimated $207K and leaving 7,044 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #580.

Gateway Wealth Partners first reported a position in ISMD in Q2 2023 and has held it in 6 quarters since. The position peaked at $463K in Q1 2026. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Gateway Wealth Partners held 7,044 shares of Inspire Small/Mid Cap Impact ETF worth $352K as of Q2 2026.
  • Gateway Wealth Partners sold 4,542 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $207K.
  • Inspire Small/Mid Cap Impact ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #580 holding.
  • Gateway Wealth Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2023 and has held it in 6 quarters since.
  • Gateway Wealth Partners's Inspire Small/Mid Cap Impact ETF position peaked at $463K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.