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NBC Securities’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

NBC Securities’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
2025
Q2 		– Sell
-329
Closed -$11K – 2495
2025
Q1 		$11K Buy
+329
New +$12.1K ﹤0.01% 1704
2024
Q4 		– Sell
-329
Closed -$12K – 1671
2024
Q3 		$12K Hold
329
– – ﹤0.01% 1674
2024
Q2 		$11K Hold
329
– – ﹤0.01% 1654
2024
Q1 		$11K Hold
329
– – ﹤0.01% 1680
2023
Q4 		$11K Hold
329
– – ﹤0.01% 1671
2023
Q3 		$9K Buy
+329
New +$10.6K ﹤0.01% 1734

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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

NBC Securities's ISMD Position: Q2 2025 in Review

NBC Securities sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2025, closing a stake of 329 shares — an estimated $11K sold.

NBC Securities first reported a position in ISMD in Q3 2023 and held it in 6 quarters. The position peaked at $12K in Q3 2024. 79 funds tracked by Wall St. Rank hold ISMD as of Q2 2025.

  • NBC Securities reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2025 after selling out during the quarter.
  • NBC Securities sold 329 Inspire Small/Mid Cap Impact ETF shares in Q2 2025, an estimated $11K.
  • NBC Securities first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2023 and held it in 6 quarters.
  • NBC Securities's Inspire Small/Mid Cap Impact ETF position peaked at $12K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2025.

Based on NBC Securities's 13F filing for Q2 2025, filed 8 Jul 2025.