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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.74M	Buy	34,824 +4,736	+16%	+$216K	0.01%	614
2026 Q1	$1.2M	Buy	30,088 +2,441	+9%	+$100K	0.01%	691
2025 Q4	$1.07M	Buy	27,647 +5,982	+28%	+$230K	0.01%	716
2025 Q3	$842K	Buy	21,665 +2,850	+15%	+$107K	0.01%	694
2025 Q2	$668K	Buy	18,815 +5,594	+42%	+$188K	0.01%	713
2025 Q1	$451K	Buy	13,221 +6,894	+109%	+$254K	﹤0.01%	776
2024 Q4	$237K	Buy	+6,327	New	+$244K	﹤0.01%	967

Other funds holding ISMD

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

United Capital Financial Advisors's ISMD Position: Q2 2026 in Review

United Capital Financial Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 16% in Q2 2026, buying an estimated $216K and bringing the position to 34,824 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #614.

United Capital Financial Advisors first reported a position in ISMD in Q4 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

United Capital Financial Advisors held 34,824 shares of Inspire Small/Mid Cap Impact ETF worth $1.74M as of Q2 2026.
United Capital Financial Advisors bought 4,736 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $216K.
Inspire Small/Mid Cap Impact ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #614 holding.
United Capital Financial Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2024 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.