Koshinski Asset Management
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Koshinski Asset Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-910
Closed -$30.2K – 1292
2022
Q1 		$30.2K Sell
910
-350
-28% -$11.6K ﹤0.01% 1289
2021
Q4 		$44.4K Hold
1,260
– – ﹤0.01% 1177
2021
Q3 		$44.6K Buy
+1,260
New +$45K ﹤0.01% 1167

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management's ISMD Position: Q2 2022 in Review

Koshinski Asset Management sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2022, closing a stake of 910 shares — an estimated $30.2K sold.

Koshinski Asset Management first reported a position in ISMD in Q3 2021 and held it in 3 quarters. The position peaked at $44.6K in Q3 2021. 43 funds tracked by Wall St. Rank hold ISMD as of Q2 2022.

  • Koshinski Asset Management reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 910 Inspire Small/Mid Cap Impact ETF shares in Q2 2022, an estimated $30.2K.
  • Koshinski Asset Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Inspire Small/Mid Cap Impact ETF position peaked at $44.6K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.