Belpointe Asset Management’s Inspire 500 ETF PTL Stock Holding History

Belpointe Asset Management’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	$11.8M	Buy	41,088 +49	+0.1%	+$13.6K	0.38%	46
2026 Q1	$10.3M	Buy	41,039 +3,853	+10%	+$990K	0.38%	51
2025 Q4	$9.23M	Buy	37,186 +1,107	+3%	+$277K	0.33%	52
2025 Q3	$8.99M	Buy	36,079 +576	+2%	+$138K	0.34%	54
2025 Q2	$8.14M	Buy	35,503 +4,372	+14%	+$930K	0.34%	54
2025 Q1	$6.4M	Buy	31,131 +11,377	+58%	+$2.46M	0.33%	52
2024 Q4	$4.14M	Sell	19,754 -2,153	-10%	-$470K	0.25%	79
2024 Q3	$4.68M	Buy	21,907 +2,575	+13%	+$526K	0.28%	66
2024 Q2	$3.84M	Buy	+19,332	New	+$3.81M	0.27%	68

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

Belpointe Asset Management's PTL Position: Q2 2026 in Review

Belpointe Asset Management increased its Inspire 500 ETF (PTL) stake by 0.12% in Q2 2026, buying an estimated $13.6K and bringing the position to 41,088 shares worth $11.8M. The position accounts for 0.38% of the portfolio, ranked #46.

Belpointe Asset Management first reported a position in PTL in Q2 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Belpointe Asset Management held 41,088 shares of Inspire 500 ETF worth $11.8M as of Q2 2026.
Belpointe Asset Management bought 49 Inspire 500 ETF shares in Q2 2026, an estimated $13.6K.
Inspire 500 ETF made up 0.38% of Belpointe Asset Management's portfolio in Q2 2026, its #46 holding.
Belpointe Asset Management first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.