Sound Financial Strategies Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Sound Financial Strategies 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 Q1	$3.1M	Buy	77,651 +31,727	+69%	+$1.3M	2.12%	14
2025 Q4	$1.77M	Buy	45,924 +1,406	+3%	+$54K	1.25%	19
2025 Q3	$1.73M	Sell	44,518 -366	-0.8%	-$13.8K	1.26%	15
2025 Q2	$1.59M	Sell	44,884 -2,273	-5%	-$76.4K	1.35%	11
2025 Q1	$1.61M	Buy	47,157 +6,890	+17%	+$253K	1.44%	11
2024 Q4	$1.51M	Sell	40,267 -1,271	-3%	-$49K	1.26%	10
2024 Q3	$1.57M	Buy	41,538 +3,066	+8%	+$112K	1.26%	10
2024 Q2	$1.33M	Buy	+38,472	New	+$1.34M	1.16%	9

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return