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

Next Financial Group’s Portfolio ISMD Stock Details ISMD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$206K	Buy
2021 Q3	$148K	Buy
2021 Q2	$103K	Buy
2021 Q1	$2K	Hold
2020 Q4	$1K	Hold
2020 Q3	$1K	Buy
2020 Q2	–	Sell
2020 Q1	$18K	Sell
2019 Q4	$32K	Buy
2019 Q3	$29K	Buy