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 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 $1.23B AUM 18.62% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return