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

Nations 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
Q2 		– Sell
-29,025
Closed -$1.16M – 813
2026
Q1 		$1.16M Buy
29,025
+6,642
+30% +$273K 0.06% 332
2025
Q4 		$864K Buy
22,383
+3,464
+18% +$133K 0.05% 387
2025
Q3 		$735K Buy
+18,919
New +$712K 0.05% 404

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

Nations Financial Group's ISMD Position: Q2 2026 in Review

Nations Financial Group sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026, closing a stake of 29,025 shares — an estimated $1.16M sold.

Nations Financial Group first reported a position in ISMD in Q3 2025 and held it in 3 quarters. The position peaked at $1.16M in Q1 2026. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Nations Financial Group reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 29,025 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $1.16M.
  • Nations Financial Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2025 and held it in 3 quarters.
  • Nations Financial Group's Inspire Small/Mid Cap Impact ETF position peaked at $1.16M in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.