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Stonebridge Financial Planning Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Stonebridge Financial Planning 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
2021
Q2 		– Sell
-750
Closed -$27K – 436
2021
Q1 		$27K Hold
750
– – 0.02% 271
2020
Q4 		$22K Hold
750
– – 0.01% 272
2020
Q3 		$18K Hold
750
– – 0.01% 276
2020
Q2 		$17K Hold
750
– – 0.01% 276
2020
Q1 		$15K Hold
750
– – 0.02% 269
2019
Q4 		$21K Buy
+750
New +$20.4K 0.02% 238

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stonebridge Financial Planning Group's ISMD Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2021, closing a stake of 750 shares — an estimated $27K sold.

Stonebridge Financial Planning Group first reported a position in ISMD in Q4 2019 and held it in 6 quarters. The position peaked at $27K in Q1 2021. 38 funds tracked by Wall St. Rank hold ISMD as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 750 Inspire Small/Mid Cap Impact ETF shares in Q2 2021, an estimated $27K.
  • Stonebridge Financial Planning Group first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2019 and held it in 6 quarters.
  • Stonebridge Financial Planning Group's Inspire Small/Mid Cap Impact ETF position peaked at $27K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.