PFG Advisors
ISMD icon

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

PFG 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
2026
Q3 		$255K Buy
5,493
+163
+3% +$7.97K 0.01% 671
2026
Q2 		$266K Buy
+5,330
New +$243K 0.01% 695

Other funds holding ISMD

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFG Advisors's ISMD Position: Q3 2026 in Review

PFG Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 3.1% in Q3 2026, buying an estimated $7.97K and bringing the position to 5,493 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #671.

PFG Advisors first reported a position in ISMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $266K in Q2 2026. 27 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • PFG Advisors held 5,493 shares of Inspire Small/Mid Cap Impact ETF worth $255K as of Q3 2026.
  • PFG Advisors bought 163 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $7.97K.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of PFG Advisors's portfolio in Q3 2026, its #671 holding.
  • PFG Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2026 and has held it in 2 quarters since.
  • PFG Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $266K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.