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RFG Advisory’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

RFG Advisory’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 		– Sell
-7,711
Closed -$308K – 1158
2026
Q1 		$308K Buy
+7,711
New +$317K 0.01% 889

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

RFG Advisory's ISMD Position: Q2 2026 in Review

RFG Advisory sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026, closing a stake of 7,711 shares — an estimated $308K sold.

RFG Advisory first reported a position in ISMD in Q1 2026 and held it in 1 quarter. The position peaked at $308K in Q1 2026. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • RFG Advisory reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 7,711 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $308K.
  • RFG Advisory first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2026 and held it in 1 quarter.
  • RFG Advisory's Inspire Small/Mid Cap Impact ETF position peaked at $308K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.