SIS
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Sound Income Strategies’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Sound Income Strategies’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 		– Sell
-834
Closed -$34.9K – 2661
2025
Q4 		$34.9K Buy
+834
New +$32.1K ﹤0.01% 932

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 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
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 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 $157M AUM 15.51% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Sound Income Strategies's ISMD Position: Q1 2026 in Review

Sound Income Strategies sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2026, closing a stake of 834 shares — an estimated $34.9K sold.

Sound Income Strategies first reported a position in ISMD in Q4 2025 and held it in 1 quarter. The position peaked at $34.9K in Q4 2025. 93 funds tracked by Wall St. Rank hold ISMD as of Q1 2026.

  • Sound Income Strategies reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 834 Inspire Small/Mid Cap Impact ETF shares in Q1 2026, an estimated $34.9K.
  • Sound Income Strategies first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2025 and held it in 1 quarter.
  • Sound Income Strategies's Inspire Small/Mid Cap Impact ETF position peaked at $34.9K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.