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Principal Securities’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Principal Securities’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
-531
Closed -$20.6K – 2451
2025
Q3 		$20.6K Sell
531
-498
-48% -$18.7K ﹤0.01% 2386
2025
Q2 		$36.6K Sell
1,029
-658
-39% -$22.1K ﹤0.01% 2026
2025
Q1 		$63.3K Hold
1,687
– – ﹤0.01% 1653
2024
Q4 		$63.3K Hold
1,687
– – ﹤0.01% 1653
2024
Q3 		$63.9K Sell
1,687
-51
-3% -$1.87K ﹤0.01% 1583
2024
Q2 		$60.2K Buy
1,738
+1,574
+960% +$54.7K ﹤0.01% 1536
2024
Q1 		$5.91K Hold
164
– – ﹤0.01% 2545
2023
Q4 		$5.69K Buy
+164
New +$5.08K ﹤0.01% 2480

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

Principal Securities's ISMD Position: Q4 2025 in Review

Principal Securities sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2025, closing a stake of 531 shares — an estimated $20.6K sold.

Principal Securities first reported a position in ISMD in Q4 2023 and held it in 8 quarters. The position peaked at $63.9K in Q3 2024. 89 funds tracked by Wall St. Rank hold ISMD as of Q4 2025.

  • Principal Securities reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 531 Inspire Small/Mid Cap Impact ETF shares in Q4 2025, an estimated $20.6K.
  • Principal Securities first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Inspire Small/Mid Cap Impact ETF position peaked at $63.9K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.