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 Q2	$5.64M	Buy	19,707 +399	+2%	+$110K	0.01%	1315
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

Other funds holding PTL

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIA

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Commonwealth Equity Services's PTL Position: Q2 2026 in Review

Commonwealth Equity Services increased its Inspire 500 ETF (PTL) stake by 2.1% in Q2 2026, buying an estimated $110K and bringing the position to 19,707 shares worth $5.64M. The position accounts for 0.01% of the portfolio, ranked #1315.

Commonwealth Equity Services first reported a position in PTL in Q2 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Commonwealth Equity Services held 19,707 shares of Inspire 500 ETF worth $5.64M as of Q2 2026.
Commonwealth Equity Services bought 399 Inspire 500 ETF shares in Q2 2026, an estimated $110K.
Inspire 500 ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1315 holding.
Commonwealth Equity Services first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.