ENVESTNET ASSET MANAGEMENT INC

Position in ISMD — Inspire Small/Mid Cap ETF

CIK 1407543 Berwyn, PA

All Filings in ISMD

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 ISMD	$292,500	7,318	-5.2%	Shares	Sole	2026-05-04
2025-12-31 ISMD	$297,953	7,723	-36.5%	Shares	Sole	2026-02-10
2025-09-30 ISMD	$472,537	12,160	-7.7%	Shares	Sole	2025-11-05
2025-06-30 ISMD	$467,930	13,170	-9.5%	Shares	Sole	2025-08-01
2025-03-31 ISMD	$496,411	14,549	+4.2%	Shares	Sole	2025-04-29
2024-12-31 ISMD	$524,041	13,967	+36.8%	Shares	Sole	2025-02-13
2024-09-30 ISMD	$386,996	10,211	-6.7%	Shares	Sole	2024-11-07
2024-06-30 ISMD	$379,163	10,949	-32.6%	Shares	Sole	2024-08-08
2024-03-31 ISMD	$584,586	16,234	-23.9%	Shares	Sole	2024-05-13
2023-12-31 ISMD	$740,148	21,333	-4.8%	Shares	Sole	2024-02-13
2023-09-30 ISMD	$680,675	22,398	+86.9%	Shares	Sole	2023-11-13
2023-06-30 ISMD	$385,078	11,985	+43.4%	Shares	Sole	2023-08-04
2023-03-31 ISMD	$259,463	8,359	+0.8%	Shares	Sole	2023-05-11
2022-12-31 ISMD	$249,762	8,295	-59.1%	Shares	Sole	2023-02-07
2022-06-30 ISMD	$579,910	20,305	+6.3%	Shares	Sole	2022-08-03
2022-03-31 ISMD	$633,829	19,097	+12.6%	Shares	Sole	2022-05-04
2021-12-31 ISMD	$597,599	16,958	-71.2%	Shares	Sole	2022-02-04
2021-09-30 ISMD	$2,089,637	58,976	-0.7%	Shares	Sole	2021-10-07
2021-06-30 ISMD	$2,180,722	59,362	+1.3%	Shares	Sole	2021-08-04
2021-03-31 ISMD	$2,086,570	58,628	+1.7%	Shares	Sole	2021-05-04
2020-12-31 ISMD	$1,722,650	57,633	-8.1%	Shares	Sole	2021-02-02
2020-09-30 ISMD	$1,425,031	62,727	-12.3%	Shares	Sole	2020-10-09
2020-06-30 ISMD	$1,615,320	71,487	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.