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Win Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Win 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
2022
Q1 		– Sell
-2,918
Closed -$103K – 206
2021
Q4 		$103K Buy
+2,918
New +$107K 0.02% 49

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Win Advisors's ISMD Position: Q1 2022 in Review

Win Advisors sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q1 2022, closing a stake of 2,918 shares — an estimated $103K sold.

Win Advisors first reported a position in ISMD in Q4 2021 and held it in 1 quarter. The position peaked at $103K in Q4 2021. 45 funds tracked by Wall St. Rank hold ISMD as of Q1 2022.

  • Win Advisors reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q1 2022 after selling out during the quarter.
  • Win Advisors sold 2,918 Inspire Small/Mid Cap Impact ETF shares in Q1 2022, an estimated $103K.
  • Win Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2021 and held it in 1 quarter.
  • Win Advisors's Inspire Small/Mid Cap Impact ETF position peaked at $103K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q1 2022.

Based on Win Advisors's 13F filing for Q1 2022, filed 13 May 2022.