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RMG Wealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

RMG Wealth Management’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
Q1 		$642K Buy
+14,136
New +$581K 0.07% 32
2025
Q4 		– Sell
-13,412
Closed -$520K – 450
2025
Q3 		$520K Buy
13,412
+81
+0.6% +$3.05K 0.07% 28
2025
Q2 		$484K Buy
+13,331
New +$448K 0.07% 23

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

RMG Wealth Management's ISMD Position: Q1 2026 in Review

RMG Wealth Management opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2026: 14,136 shares worth $642K. The stake represents 0.07% of the portfolio and ranks #32 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in ISMD as recently as Q3 2025.

RMG Wealth Management first reported a position in ISMD in Q2 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • RMG Wealth Management held 14,136 shares of Inspire Small/Mid Cap Impact ETF worth $642K as of Q1 2026.
  • Inspire Small/Mid Cap Impact ETF was a new RMG Wealth Management position in Q1 2026.
  • Inspire Small/Mid Cap Impact ETF made up 0.07% of RMG Wealth Management's portfolio in Q1 2026, its #32 holding.
  • RMG Wealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.