CFO4Life Group
PTL icon

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
2026
Q3 		$402K Buy
+1,477
New +$415K 0.05% 148
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

CFO4Life Group's PTL Position: Q3 2026 in Review

CFO4Life Group opened a new position in Inspire 500 ETF (PTL) in Q3 2026: 1,477 shares worth $402K. The stake represents 0.05% of the portfolio and ranks #148 among its holdings. This is a return to the name: CFO4Life Group previously reported a position in PTL as recently as Q4 2024.

CFO4Life Group first reported a position in PTL in Q2 2024 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • CFO4Life Group held 1,477 shares of Inspire 500 ETF worth $402K as of Q3 2026.
  • Inspire 500 ETF was a new CFO4Life Group position in Q3 2026.
  • Inspire 500 ETF made up 0.05% of CFO4Life Group's portfolio in Q3 2026, its #148 holding.
  • CFO4Life Group first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on CFO4Life Group's 13F filing for Q3 2026, filed 12 Nov 2026.