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 Q3	$10.6M	Sell	39,124 -1,964	-5%	-$552K	0.29%	63
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 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

Belpointe Asset Management's PTL Position: Q3 2026 in Review

Belpointe Asset Management reduced its Inspire 500 ETF (PTL) stake by 4.8% in Q3 2026, selling an estimated $552K and leaving 39,124 shares worth $10.6M. The position accounts for 0.29% of the portfolio, ranked #63.

Belpointe Asset Management first reported a position in PTL in Q2 2024 and has held it in 10 quarters since. The position peaked at $11.8M in Q2 2026. 74 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

Belpointe Asset Management held 39,124 shares of Inspire 500 ETF worth $10.6M as of Q3 2026.
Belpointe Asset Management sold 1,964 Inspire 500 ETF shares in Q3 2026, an estimated $552K.
Inspire 500 ETF made up 0.29% of Belpointe Asset Management's portfolio in Q3 2026, its #63 holding.
Belpointe Asset Management first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 10 quarters since.
Belpointe Asset Management's Inspire 500 ETF position peaked at $11.8M in Q2 2026.
74 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.