Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$66.5K Buy
+1,331
New +$60.6K ﹤0.01% 2795
2025
Q1 		– Sell
-54
Closed -$2.03K – 4085
2024
Q4 		$2.03K Buy
+54
New +$2.08K ﹤0.01% 3629

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 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
Inspire Investing
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steward Partners Investment Advisory's ISMD Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2026: 1,331 shares worth $66.5K. The stake represents ﹤0.01% of the portfolio and ranks #2795 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in ISMD as recently as Q4 2024.

Steward Partners Investment Advisory first reported a position in ISMD in Q4 2024 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Steward Partners Investment Advisory held 1,331 shares of Inspire Small/Mid Cap Impact ETF worth $66.5K as of Q2 2026.
  • Inspire Small/Mid Cap Impact ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2795 holding.
  • Steward Partners Investment Advisory first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.