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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
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 $1.23B AUM 18.62% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Steward Partners Investment Advisory's ISMD Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2025, closing a stake of 54 shares — an estimated $2.03K sold.

Steward Partners Investment Advisory first reported a position in ISMD in Q4 2024 and held it in 1 quarter. The position peaked at $2.03K in Q4 2024. 79 funds tracked by Wall St. Rank hold ISMD as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 54 Inspire Small/Mid Cap Impact ETF shares in Q1 2025, an estimated $2.03K.
  • Steward Partners Investment Advisory first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Inspire Small/Mid Cap Impact ETF position peaked at $2.03K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.