Wealth Enhancement Advisory Services
ISMD icon

Wealth Enhancement Advisory Services’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.32M Buy
67,415
+10,717
+19% +$488K 0.01% 1255
2026
Q1 		$2.3M Sell
56,698
-67,769
-54% -$2.79M ﹤0.01% 1317
2025
Q4 		$5.01M Buy
+124,467
New +$4.78M 0.01% 1021

Other funds holding ISMD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's ISMD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 19% in Q2 2026, buying an estimated $488K and bringing the position to 67,415 shares worth $3.32M. The position accounts for 0.01% of the portfolio, ranked #1255.

Wealth Enhancement Advisory Services first reported a position in ISMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.01M in Q4 2025. 19 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 67,415 shares of Inspire Small/Mid Cap Impact ETF worth $3.32M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,717 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $488K.
  • Inspire Small/Mid Cap Impact ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1255 holding.
  • Wealth Enhancement Advisory Services first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Inspire Small/Mid Cap Impact ETF position peaked at $5.01M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.