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Sowell Financial Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Sowell Financial Services’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
2025
Q3 		– Sell
-60,430
Closed -$2.15M – 1105
2025
Q2 		$2.15M Buy
60,430
+14,692
+32% +$494K 0.09% 245
2025
Q1 		$1.56M Buy
45,738
+27,147
+146% +$998K 0.07% 285
2024
Q4 		$698K Buy
+18,591
New +$716K 0.04% 371
2023
Q2 		– Sell
-7,642
Closed -$237K – 682
2023
Q1 		$237K Buy
+7,642
New +$244K 0.02% 643
2022
Q4 		– Sell
-26,300
Closed -$723K – 534
2022
Q3 		$723K Buy
26,300
+7,538
+40% +$229K 0.07% 269
2022
Q2 		$548K Buy
18,762
+352
+2% +$10.9K 0.05% 218
2022
Q1 		$664K Buy
+18,410
New +$612K 0.12% 121
2021
Q2 		– Sell
-610
Closed -$23K – 1606
2021
Q1 		$23K Sell
610
-744
-55% -$25.3K ﹤0.01% 1998
2020
Q4 		$40K Buy
1,354
+298
+28% +$7.97K ﹤0.01% 1480
2020
Q3 		$24K Buy
+1,056
New +$24.8K ﹤0.01% 1482
2020
Q1 		– Sell
-7,890
Closed -$222K – 2556
2019
Q4 		$222K Buy
+7,890
New +$214K 0.02% 674

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Sowell Financial Services's ISMD Position: Q3 2025 in Review

Sowell Financial Services sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q3 2025, closing a stake of 60,430 shares — an estimated $2.15M sold.

Sowell Financial Services first reported a position in ISMD in Q4 2019 and held it in 11 quarters. The position peaked at $2.15M in Q2 2025. 75 funds tracked by Wall St. Rank hold ISMD as of Q3 2025.

  • Sowell Financial Services reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 60,430 Inspire Small/Mid Cap Impact ETF shares in Q3 2025, an estimated $2.15M.
  • Sowell Financial Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2019 and held it in 11 quarters.
  • Sowell Financial Services's Inspire Small/Mid Cap Impact ETF position peaked at $2.15M in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.