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Golden State Equity Partners’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Golden State Equity 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 		$295K Buy
7,369
+496
+7% +$20.4K 0.02% 582
2025
Q4 		$265K Buy
6,873
+386
+6% +$14.8K 0.04% 419
2025
Q3 		$252K Buy
+6,487
New +$244K 0.04% 386
2024
Q4 		– Sell
-2,916
Closed -$111K – 656
2024
Q3 		$111K Buy
+2,916
New +$107K 0.06% 266

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

Golden State Equity Partners's ISMD Position: Q1 2026 in Review

Golden State Equity Partners increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 7.2% in Q1 2026, buying an estimated $20.4K and bringing the position to 7,369 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #582.

Golden State Equity Partners first reported a position in ISMD in Q3 2024 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Golden State Equity Partners held 7,369 shares of Inspire Small/Mid Cap Impact ETF worth $295K as of Q1 2026.
  • Golden State Equity Partners bought 496 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $20.4K.
  • Inspire Small/Mid Cap Impact ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #582 holding.
  • Golden State Equity Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2024 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.