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

Parallel 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
2024
Q3 		– Sell
-681
Closed -$23.6K – 3435
2024
Q2 		$23.6K Sell
681
-569
-46% -$19.8K ﹤0.01% 1887
2024
Q1 		$45K Hold
1,250
– – ﹤0.01% 1555
2023
Q4 		$43.4K Hold
1,250
– – ﹤0.01% 1495
2023
Q3 		$38K Hold
1,250
– – ﹤0.01% 1531
2023
Q2 		$40.2K Buy
+1,250
New +$38.2K ﹤0.01% 1510

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parallel Advisors's ISMD Position: Q3 2024 in Review

Parallel Advisors sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2024, closing a stake of 681 shares — an estimated $23.6K sold.

Parallel Advisors first reported a position in ISMD in Q2 2023 and held it in 5 quarters. The position peaked at $45K in Q1 2024. 72 funds tracked by Wall St. Rank hold ISMD as of Q3 2024.

  • Parallel Advisors reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2024 after selling out during the quarter.
  • Parallel Advisors sold 681 Inspire Small/Mid Cap Impact ETF shares in Q3 2024, an estimated $23.6K.
  • Parallel Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2023 and held it in 5 quarters.
  • Parallel Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $45K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2024.

Based on Parallel Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.