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 Q3	$535K	Sell	11,553 -7,399	-39%	-$362K	0.04%	246
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

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Trust Point Inc's ISMD Position: Q3 2026 in Review

Trust Point Inc reduced its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 39% in Q3 2026, selling an estimated $362K and leaving 11,553 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #246.

Trust Point Inc first reported a position in ISMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2024. 32 funds tracked by Wall St. Rank hold ISMD as of Q3 2026.

Trust Point Inc held 11,553 shares of Inspire Small/Mid Cap Impact ETF worth $535K as of Q3 2026.
Trust Point Inc sold 7,399 Inspire Small/Mid Cap Impact ETF shares in Q3 2026, an estimated $362K.
Inspire Small/Mid Cap Impact ETF made up 0.04% of Trust Point Inc's portfolio in Q3 2026, its #246 holding.
Trust Point Inc first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2023 and has held it in 12 quarters since.
Trust Point Inc's Inspire Small/Mid Cap Impact ETF position peaked at $1.47M in Q4 2024.
32 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.