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Optivise Advisory Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Optivise Advisory Services’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
Q4 		– Sell
-6,964
Closed -$271K – 214
2025
Q3 		$271K Sell
6,964
-367
-5% -$13.8K 0.16% 140
2025
Q2 		$260K Buy
7,331
+173
+2% +$5.81K 0.13% 155
2025
Q1 		$244K Buy
7,158
+483
+7% +$17.8K 0.14% 154
2024
Q4 		$250K Sell
6,675
-922
-12% -$35.5K 0.14% 145
2024
Q3 		$288K Buy
7,597
+1,550
+26% +$56.8K 0.15% 124
2024
Q2 		$209K Buy
+6,047
New +$210K 0.11% 174

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optivise Advisory Services's ISMD Position: Q4 2025 in Review

Optivise Advisory Services sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2025, closing a stake of 6,964 shares — an estimated $271K sold.

Optivise Advisory Services first reported a position in ISMD in Q2 2024 and held it in 6 quarters. The position peaked at $288K in Q3 2024. 89 funds tracked by Wall St. Rank hold ISMD as of Q4 2025.

  • Optivise Advisory Services reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 6,964 Inspire Small/Mid Cap Impact ETF shares in Q4 2025, an estimated $271K.
  • Optivise Advisory Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2024 and held it in 6 quarters.
  • Optivise Advisory Services's Inspire Small/Mid Cap Impact ETF position peaked at $288K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.