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Advisornet Financial’s Inspire 500 ETF PTL Stock Holding History

Advisornet Financial’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.9K Buy
331
+305
+1,173% +$78.4K ﹤0.01% 880
2025
Q4 		$6.45K Hold
26
– – ﹤0.01% 1674
2025
Q3 		$6.48K Hold
26
– – ﹤0.01% 1640
2025
Q2 		$5.96K Buy
+26
New +$5.53K ﹤0.01% 1627

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Advisornet Financial's PTL Position: Q1 2026 in Review

Advisornet Financial increased its Inspire 500 ETF (PTL) stake by 1,173% in Q1 2026, buying an estimated $78.4K and bringing the position to 331 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Advisornet Financial first reported a position in PTL in Q2 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Advisornet Financial held 331 shares of Inspire 500 ETF worth $82.9K as of Q1 2026.
  • Advisornet Financial bought 305 Inspire 500 ETF shares in Q1 2026, an estimated $78.4K.
  • Inspire 500 ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #880 holding.
  • Advisornet Financial first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.