Private Advisor Group
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Private Advisor Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Private Advisor Group’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 		$319K Buy
+6,878
New +$336K ﹤0.01% 2523
2020
Q3 		– Sell
-909
Closed -$21K – 2514
2020
Q2 		$21K Buy
+909
New +$19.4K ﹤0.01% 2552

Other funds holding ISMD

Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 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
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return

Private Advisor Group's ISMD Position: Q3 2026 in Review

Private Advisor Group opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2026: 6,878 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #2523 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in ISMD as recently as Q2 2020.

Private Advisor Group first reported a position in ISMD in Q2 2020 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

  • Private Advisor Group held 6,878 shares of Inspire Small/Mid Cap Impact ETF worth $319K as of Q3 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Private Advisor Group position in Q3 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2523 holding.
  • Private Advisor Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2020 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.