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Synergy Asset Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Synergy Asset Management’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,734
Closed -$439K – 450
2024
Q4 		$439K Buy
+11,734
New +$439K 0.03% 158