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Sigma Planning Corp’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Sigma Planning Corp’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
2020
Q3 		– Sell
-16,742
Closed -$378K – 1112
2020
Q2 		$378K Hold
16,742
– – 0.02% 696
2020
Q1 		$322K Sell
16,742
-1,450
-8% -$36.3K 0.02% 616
2019
Q4 		$513K Sell
18,192
-218
-1% -$5.92K 0.02% 593
2019
Q3 		$485K Hold
18,410
– – 0.02% 584
2019
Q2 		$491K Buy
+18,410
New +$488K 0.03% 554

Other funds holding ISMD

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's ISMD Position: Q3 2020 in Review

Sigma Planning Corp sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2020, closing a stake of 16,742 shares — an estimated $378K sold.

Sigma Planning Corp first reported a position in ISMD in Q2 2019 and held it in 5 quarters. The position peaked at $513K in Q4 2019. 30 funds tracked by Wall St. Rank hold ISMD as of Q3 2020.

  • Sigma Planning Corp reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 16,742 Inspire Small/Mid Cap Impact ETF shares in Q3 2020, an estimated $378K.
  • Sigma Planning Corp first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2019 and held it in 5 quarters.
  • Sigma Planning Corp's Inspire Small/Mid Cap Impact ETF position peaked at $513K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.