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Mattson Financial Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Mattson Financial Services’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
Q4 		– Sell
-358
Closed -$12.4K – 363
2024
Q3 		$12.4K Hold
358
– – ﹤0.01% 206
2024
Q2 		$12.4K Buy
+358
New +$12.4K ﹤0.01% 206

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 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
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

Mattson Financial Services's ISMD Position: Q4 2024 in Review

Mattson Financial Services sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2024, closing a stake of 358 shares — an estimated $12.4K sold.

Mattson Financial Services first reported a position in ISMD in Q2 2024 and held it in 2 quarters. The position peaked at $12.4K in Q3 2024. 81 funds tracked by Wall St. Rank hold ISMD as of Q4 2024.

  • Mattson Financial Services reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2024 after selling out during the quarter.
  • Mattson Financial Services sold 358 Inspire Small/Mid Cap Impact ETF shares in Q4 2024, an estimated $12.4K.
  • Mattson Financial Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2024 and held it in 2 quarters.
  • Mattson Financial Services's Inspire Small/Mid Cap Impact ETF position peaked at $12.4K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2024.

Based on Mattson Financial Services's 13F filing for Q4 2024, filed 10 Mar 2025.