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Blue Trust Inc’s Inspire 500 ETF PTL Stock Holding History

Blue Trust 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
Q2 		$58.6K Buy
205
+43
+27% +$11.9K ﹤0.01% 1287
2026
Q1 		$40.6K Hold
162
– – ﹤0.01% 1413
2025
Q4 		$40.2K Hold
162
– – ﹤0.01% 1433
2025
Q3 		$40.4K Hold
162
– – ﹤0.01% 1480
2025
Q2 		$37.1K Buy
+162
New +$34.5K ﹤0.01% 1525
2025
Q1 		– Sell
-28
Closed -$6.01K – 2570
2024
Q4 		$6.01K Buy
+28
New +$6.11K ﹤0.01% 2053

Other funds holding PTL

IA
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
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
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

Blue Trust Inc's PTL Position: Q2 2026 in Review

Blue Trust Inc increased its Inspire 500 ETF (PTL) stake by 27% in Q2 2026, buying an estimated $11.9K and bringing the position to 205 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Blue Trust Inc first reported a position in PTL in Q4 2024 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Blue Trust Inc held 205 shares of Inspire 500 ETF worth $58.6K as of Q2 2026.
  • Blue Trust Inc bought 43 Inspire 500 ETF shares in Q2 2026, an estimated $11.9K.
  • Inspire 500 ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1287 holding.
  • Blue Trust Inc first reported a position in Inspire 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.