AssetMark Inc’s Inspire 500 ETF PTL Stock Holding History

AssetMark Inc’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 Q3	$272	Buy	+1	New	+$281	﹤0.01%	3564

Other funds holding PTL

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $116M AUM 17.63% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

AssetMark Inc's PTL Position: Q3 2026 in Review

AssetMark Inc opened a new position in Inspire 500 ETF (PTL) in Q3 2026: 1 share worth $272. The stake represents ﹤0.01% of the portfolio and ranks #3564 among its holdings.

57 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

AssetMark Inc held 1 share of Inspire 500 ETF worth $272 as of Q3 2026.
Inspire 500 ETF was a new AssetMark Inc position in Q3 2026.
Inspire 500 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3564 holding.
57 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.