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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
Q2 		– Sell
-7,369
Closed -$295K – 1022
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 – 659
2024
Q3 		$111K Buy
+2,916
New +$107K 0.02% 464

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

Golden State Equity Partners's ISMD Position: Q2 2026 in Review

Golden State Equity Partners sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026, closing a stake of 7,369 shares — an estimated $295K sold.

Golden State Equity Partners first reported a position in ISMD in Q3 2024 and held it in 4 quarters. The position peaked at $295K in Q1 2026. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Golden State Equity Partners reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 7,369 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $295K.
  • Golden State Equity Partners first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2024 and held it in 4 quarters.
  • Golden State Equity Partners's Inspire Small/Mid Cap Impact ETF position peaked at $295K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.