Cambridge Investment Research Advisors’s Inspire 500 ETF PTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.44M Buy
15,010
+2,242
+18% +$514K 0.01% 1069
2025
Q1
$2.62M Buy
12,768
+1,665
+15% +$342K 0.01% 1181
2024
Q4
$2.37M Buy
11,103
+7,563
+214% +$1.61M 0.01% 1243
2024
Q3
$756K Buy
3,540
+1,952
+123% +$417K ﹤0.01% 2079
2024
Q2
$316K Buy
+1,588
New +$316K ﹤0.01% 2666