TPI
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Trust Point Inc’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Trust Point Inc’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 		$948K Sell
18,952
-844
-4% -$38.4K 0.08% 130
2026
Q1 		$791K Buy
19,796
+5,205
+36% +$214K 0.07% 158
2025
Q4 		$563K Sell
14,591
-1,885
-11% -$72.4K 0.04% 204
2025
Q3 		$640K Buy
16,476
+504
+3% +$19K 0.05% 176
2025
Q2 		$567K Sell
15,972
-23,404
-59% -$787K 0.05% 171
2025
Q1 		$1.34M Buy
39,376
+278
+0.7% +$10.2K 0.12% 89
2024
Q4 		$1.47M Buy
39,098
+2,621
+7% +$101K 0.1% 102
2024
Q3 		$1.38M Buy
36,477
+304
+0.8% +$11.1K 0.1% 108
2024
Q2 		$1.25M Sell
36,173
-742
-2% -$25.8K 0.1% 108
2024
Q1 		$1.33M Buy
36,915
+4,610
+14% +$158K 0.1% 114
2023
Q4 		$1.12M Buy
+32,305
New +$1M 0.09% 118

Other funds holding ISMD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Trust Point Inc's ISMD Position: Q2 2026 in Review

Trust Point Inc reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 4.3% in Q2 2026, selling an estimated $38.4K and leaving 18,952 shares worth $948K. The position accounts for 0.08% of the portfolio, ranked #130.

Trust Point Inc first reported a position in ISMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2024. 29 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Trust Point Inc held 18,952 shares of Inspire Small/Mid Cap Impact ETF worth $948K as of Q2 2026.
  • Trust Point Inc sold 844 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $38.4K.
  • Inspire Small/Mid Cap Impact ETF made up 0.08% of Trust Point Inc's portfolio in Q2 2026, its #130 holding.
  • Trust Point Inc first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Inspire Small/Mid Cap Impact ETF position peaked at $1.47M in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.