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AE Wealth Management’s Inspire 500 ETF PTL Stock Holding History

AE Wealth Management’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$938K Buy
4,090
+1,264
+45% +$290K 0.01% 740
2025
Q1 		$581K Buy
2,826
+1,705
+152% +$350K ﹤0.01% 871
2024
Q4 		$239K Buy
+1,121
New +$239K ﹤0.01% 1193