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

Cambridge Investment Research Advisors’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 		$3.34M Sell
11,689
-563
-5% -$156K 0.01% 1209
2026
Q1 		$3.07M Buy
12,252
+2,514
+26% +$646K 0.01% 1265
2025
Q4 		$2.42M Buy
9,738
+1,844
+23% +$461K 0.01% 1376
2025
Q3 		$1.97M Sell
7,894
-7,116
-47% -$1.71M 0.01% 1522
2025
Q2 		$3.44M Buy
15,010
+2,242
+18% +$477K 0.01% 1069
2025
Q1 		$2.62M Buy
12,768
+1,665
+15% +$361K 0.01% 1181
2024
Q4 		$2.37M Buy
11,103
+7,563
+214% +$1.65M 0.01% 1243
2024
Q3 		$756K Buy
3,540
+1,952
+123% +$399K ﹤0.01% 2079
2024
Q2 		$316K Buy
+1,588
New +$313K ﹤0.01% 2666

Other funds holding PTL

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
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Cambridge Investment Research Advisors's PTL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Inspire 500 ETF (PTL) stake by 4.6% in Q2 2026, selling an estimated $156K and leaving 11,689 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #1209.

Cambridge Investment Research Advisors first reported a position in PTL in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.44M in Q2 2025. 42 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Cambridge Investment Research Advisors held 11,689 shares of Inspire 500 ETF worth $3.34M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 563 Inspire 500 ETF shares in Q2 2026, an estimated $156K.
  • Inspire 500 ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1209 holding.
  • Cambridge Investment Research Advisors first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • Cambridge Investment Research Advisors's Inspire 500 ETF position peaked at $3.44M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.