VA
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Valmark Advisers’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Valmark Advisers’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
2024
Q2 		– Sell
-23,023
Closed -$829K – 570
2024
Q1 		$829K Buy
+23,023
New +$788K 0.01% 301

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Valmark Advisers's ISMD Position: Q2 2024 in Review

Valmark Advisers sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q2 2024, closing a stake of 23,023 shares — an estimated $829K sold.

Valmark Advisers first reported a position in ISMD in Q1 2024 and held it in 1 quarter. The position peaked at $829K in Q1 2024. 71 funds tracked by Wall St. Rank hold ISMD as of Q2 2024.

  • Valmark Advisers reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q2 2024 after selling out during the quarter.
  • Valmark Advisers sold 23,023 Inspire Small/Mid Cap Impact ETF shares in Q2 2024, an estimated $829K.
  • Valmark Advisers first reported a position in Inspire Small/Mid Cap Impact ETF in Q1 2024 and held it in 1 quarter.
  • Valmark Advisers's Inspire Small/Mid Cap Impact ETF position peaked at $829K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2024.

Based on Valmark Advisers's 13F filing for Q2 2024, filed 1 Aug 2024.