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NewEdge Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

NewEdge Advisors’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
2023
Q1 		– Sell
-1,375
Closed -$41 – 3792
2022
Q4 		$41 Buy
+1,375
New +$41.2K ﹤0.01% 3498

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NewEdge Advisors's ISMD Position: Q1 2023 in Review

NewEdge Advisors sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2023, closing a stake of 1,375 shares — an estimated $41 sold.

NewEdge Advisors first reported a position in ISMD in Q4 2022 and held it in 1 quarter. The position peaked at $41 in Q4 2022. 50 funds tracked by Wall St. Rank hold ISMD as of Q1 2023.

  • NewEdge Advisors reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 1,375 Inspire Small/Mid Cap Impact ETF shares in Q1 2023, an estimated $41.
  • NewEdge Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $41 in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.