Commonwealth Equity Services
PTL icon

Commonwealth Equity Services’s Inspire 500 ETF PTL Stock Holding History

Commonwealth Equity Services’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
Q1 		$4.84M Buy
19,308
+319
+2% +$82K 0.01% 1355
2025
Q4 		$4.71M Buy
18,989
+1,335
+8% +$334K 0.01% 1364
2025
Q3 		$4.4M Buy
17,654
+2,244
+15% +$539K 0.01% 1440
2025
Q2 		$3.53M Buy
15,410
+551
+4% +$117K ﹤0.01% 1574
2025
Q1 		$3.05M Sell
14,859
-25
-0.2% -$5.42K ﹤0.01% 1621
2024
Q4 		$3.17M Buy
14,884
+88
+0.6% +$19.2K ﹤0.01% 1536
2024
Q3 		$3.16M Buy
14,796
+2,152
+17% +$440K ﹤0.01% 1541
2024
Q2 		$2.51M Buy
+12,644
New +$2.49M ﹤0.01% 1638

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PAW
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CFD
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CIA
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SOS
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SEM
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GWM
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