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

Providence Financial 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
Q2 		$835K Buy
16,694
+2,361
+16% +$108K 0.47% 20
2026
Q1 		$573K Buy
14,333
+1,806
+14% +$74.2K 0.33% 22
2025
Q4 		$483K Buy
12,527
+2,741
+28% +$105K 0.48% 20
2025
Q3 		$380K Buy
+9,786
New +$368K 0.36% 28

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Providence Financial Advisors's ISMD Position: Q2 2026 in Review

Providence Financial Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 16% in Q2 2026, buying an estimated $108K and bringing the position to 16,694 shares worth $835K. The position accounts for 0.47% of the portfolio, ranked #20.

Providence Financial Advisors first reported a position in ISMD in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Providence Financial Advisors held 16,694 shares of Inspire Small/Mid Cap Impact ETF worth $835K as of Q2 2026.
  • Providence Financial Advisors bought 2,361 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $108K.
  • Inspire Small/Mid Cap Impact ETF made up 0.47% of Providence Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Providence Financial Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.