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CFO4Life Group’s Inspire 500 ETF PTL Stock Holding History

CFO4Life Group’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
2025
Q1 		– Sell
-1,496
Closed -$319K – 242
2024
Q4 		$319K Buy
1,496
+10
+0.7% +$2.18K 0.06% 150
2024
Q3 		$317K Hold
1,486
– – 0.06% 153
2024
Q2 		$295K Buy
+1,486
New +$293K 0.06% 150

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

CFO4Life Group's PTL Position: Q1 2025 in Review

CFO4Life Group sold out of Inspire 500 ETF (PTL) in Q1 2025, closing a stake of 1,496 shares — an estimated $319K sold.

CFO4Life Group first reported a position in PTL in Q2 2024 and held it in 3 quarters. The position peaked at $319K in Q4 2024. 52 funds tracked by Wall St. Rank hold PTL as of Q1 2025.

  • CFO4Life Group reported no remaining Inspire 500 ETF position as of Q1 2025 after selling out during the quarter.
  • CFO4Life Group sold 1,496 Inspire 500 ETF shares in Q1 2025, an estimated $319K.
  • CFO4Life Group first reported a position in Inspire 500 ETF in Q2 2024 and held it in 3 quarters.
  • CFO4Life Group's Inspire 500 ETF position peaked at $319K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2025.

Based on CFO4Life Group's 13F filing for Q1 2025, filed 30 Apr 2025.