GI
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Gradient Investments’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-358
Closed -$12.4K – 810
2024
Q2 		$12.4K Buy
+358
New +$12.4K ﹤0.01% 708
2024
Q1 		– Sell
-34
Closed -$1.18K – 1533
2023
Q4 		$1.18K Hold
34
– – ﹤0.01% 1372
2023
Q3 		$1.03K Hold
34
– – ﹤0.01% 1362
2023
Q2 		$1.09K Buy
+34
New +$1.04K ﹤0.01% 1335

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's ISMD Position: Q3 2024 in Review

Gradient Investments sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2024, closing a stake of 358 shares — an estimated $12.4K sold.

Gradient Investments first reported a position in ISMD in Q2 2023 and held it in 4 quarters. The position peaked at $12.4K in Q2 2024. 72 funds tracked by Wall St. Rank hold ISMD as of Q3 2024.

  • Gradient Investments reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 358 Inspire Small/Mid Cap Impact ETF shares in Q3 2024, an estimated $12.4K.
  • Gradient Investments first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2023 and held it in 4 quarters.
  • Gradient Investments's Inspire Small/Mid Cap Impact ETF position peaked at $12.4K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.