Bare Financial Services’s Inspire 500 ETF PTL Stock Holding History

Bare Financial Services’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 Q2	$55.1K	Buy	193 +1	+0.5%	+$277	0.01%	98
2026 Q1	$48.1K	Hold	192	–	–	0.01%	86
2025 Q4	$47.6K	Buy	192 +1	+0.5%	+$250	0.01%	86
2025 Q3	$47.5K	Buy	191 +20	+12%	+$4.8K	0.01%	79
2025 Q2	$39.2K	Hold	171	–	–	0.01%	80
2025 Q1	$35.2K	Hold	171	–	–	0.01%	68
2024 Q4	$36.5K	Buy	171 +41	+32%	+$8.94K	0.01%	67
2024 Q3	$27.8K	Hold	130	–	–	0.01%	75
2024 Q2	$26.8K	Buy	+130	New	+$25.6K	0.01%	75

Other funds holding PTL

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Bare Financial Services's PTL Position: Q2 2026 in Review

Bare Financial Services increased its Inspire 500 ETF (PTL) stake by 0.52% in Q2 2026, buying an estimated $277 and bringing the position to 193 shares worth $55.1K. The position accounts for 0.01% of the portfolio, ranked #98.

Bare Financial Services first reported a position in PTL in Q2 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Bare Financial Services held 193 shares of Inspire 500 ETF worth $55.1K as of Q2 2026.
Bare Financial Services bought 1 Inspire 500 ETF share in Q2 2026, an estimated $277.
Inspire 500 ETF made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #98 holding.
Bare Financial Services first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.