AE Wealth Management LLC

Position in ISMD — Inspire Small/Mid Cap ETF

CIK 1697723 TOPEKA, KS

All Filings in ISMD

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 ISMD	$702,872	17,585	+48.4%	Shares	Sole	2026-05-13
2025-12-31 ISMD	$457,057	11,847	+18.1%	Shares	Sole	2026-01-26
2025-09-30 ISMD	$389,882	10,033	+53.6%	Shares	Sole	2025-11-03
2025-06-30 ISMD	$232,010	6,530	+7.4%	Shares	Sole	2025-08-06
2025-03-31 ISMD	$207,483	6,081	+160.9%	Shares	Sole	2025-05-06
2024-12-31 ISMD	$87,459	2,331	-87.4%	Shares	Sole	2025-02-13
2023-12-31 ISMD	$641,857	18,500	-2.7%	Shares	Sole	2024-02-14
2023-09-30 ISMD	$578,078	19,022	+13.1%	Shares	Sole	2023-10-11
2023-06-30 ISMD	$540,587	16,825	+55.0%	Shares	Sole	2023-07-10
2023-03-31 ISMD	$336,877	10,853	-17.9%	Shares	Sole	2023-04-14
2022-12-31 ISMD	$397,813	13,212	-30.1%	Shares	Sole	2023-01-31
2022-09-30 ISMD	$517,180	18,889	-3.0%	Shares	Sole	2022-10-25
2022-06-30 ISMD	$556,006	19,468	-4.6%	Shares	Sole	2022-08-03
2022-03-31 ISMD	$677,009	20,398	-11.1%	Shares	Sole	2022-04-18
2021-12-31 ISMD	$808,194	22,934	+9.8%	Shares	Sole	2022-01-20
2021-09-30 ISMD	$740,103	20,888	+38.9%	Shares	Sole	2021-11-01
2021-06-30 ISMD	$552,472	15,039	+19.1%	Shares	Sole	2021-07-21
2021-03-31 ISMD	$449,501	12,630	-17.7%	Shares	Sole	2021-04-27
2020-12-31 ISMD	$458,960	15,355	+5.5%	Shares	Sole	2021-02-01
2020-09-30 ISMD	$330,728	14,558	+4.7%	Shares	Sole	2020-11-06
2020-06-30 ISMD	$314,332	13,911	+4.1%	Shares	Sole	2020-08-05
2020-03-31 ISMD	$257,486	13,369	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.