Betterment LLC’s Inspire 500 ETF PTL Stock Holding History

Betterment LLC’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	$351K	Buy	+1,228	New	+$340K	﹤0.01%	552

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

Betterment LLC's PTL Position: Q2 2026 in Review

Betterment LLC opened a new position in Inspire 500 ETF (PTL) in Q2 2026: 1,228 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings.

122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Betterment LLC held 1,228 shares of Inspire 500 ETF worth $351K as of Q2 2026.
Inspire 500 ETF was a new Betterment LLC position in Q2 2026.
Inspire 500 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #552 holding.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.