Merit Financial Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Merit Financial Group’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 Q3	$203K	Buy	4,387 +16	+0.4%	+$782	﹤0.01%	2204
2026 Q2	$219K	Buy	+4,371	New	+$199K	﹤0.01%	2052
2024 Q1	–	Sell	-7,089	Closed	-$246K	–	897
2023 Q4	$246K	Sell	7,089 -13,186	-65%	-$409K	0.01%	673
2023 Q3	$616K	Buy	20,275 +2,948	+17%	+$95.3K	0.02%	412
2023 Q2	$557K	Buy	17,327 +6,414	+59%	+$196K	0.02%	446
2023 Q1	$339K	Buy	+10,913	New	+$348K	0.01%	482

Other funds holding ISMD

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $687M AUM 13.92% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Merit Financial Group's ISMD Position: Q3 2026 in Review

Merit Financial Group increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 0.37% in Q3 2026, buying an estimated $782 and bringing the position to 4,387 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Merit Financial Group first reported a position in ISMD in Q1 2023 and has held it in 6 quarters since. The position peaked at $616K in Q3 2023. 88 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

Merit Financial Group held 4,387 shares of Inspire Small/Mid Cap Impact ETF worth $203K as of Q3 2026.
Merit Financial Group bought 16 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $782.
Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2204 holding.
Merit Financial Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2023 and has held it in 6 quarters since.
Merit Financial Group's Inspire Small/Mid Cap Impact ETF position peaked at $616K in Q3 2023.
88 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.