AWA
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Arete Wealth Advisors’s Inspire 500 ETF PTL Stock Holding History

Arete Wealth Advisors’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 		$547K Buy
2,384
+1,288
+118% +$296K 0.04% 382
2025
Q1 		$225K Sell
1,096
-718
-40% -$147K 0.02% 635
2024
Q4 		$388K Buy
1,814
+837
+86% +$179K 0.03% 485
2024
Q3 		$208K Buy
+977
New +$208K 0.02% 645