UCFA
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United Capital Financial Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

United Capital Financial Advisors’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
Q2 		$668K Buy
18,815
+5,594
+42% +$199K 0.01% 704
2025
Q1 		$451K Buy
13,221
+6,894
+109% +$235K ﹤0.01% 768
2024
Q4 		$237K Buy
+6,327
New +$237K ﹤0.01% 959