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Continuum Advisory’s Inspire 500 ETF PTL Stock Holding History

Continuum Advisory’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 		$323K Buy
1,289
+60
+5% +$15.4K 0.03% 355
2025
Q4 		$305K Buy
1,229
+23
+2% +$5.75K 0.03% 359
2025
Q3 		$301K Sell
1,206
-175
-13% -$42K 0.03% 356
2025
Q2 		$317K Sell
1,381
-404
-23% -$85.9K 0.04% 329
2025
Q1 		$367K Hold
1,785
– – 0.05% 284
2024
Q4 		$381K Buy
1,785
+69
+4% +$15.1K 0.05% 283
2024
Q3 		$376K Buy
1,716
+144
+9% +$29.4K 0.05% 289
2024
Q2 		$312K Buy
1,572
+242
+18% +$47.7K 0.05% 299
2024
Q1 		$263K Buy
+1,330
New +$268K 0.04% 331

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Continuum Advisory's PTL Position: Q1 2026 in Review

Continuum Advisory increased its Inspire 500 ETF (PTL) stake by 4.9% in Q1 2026, buying an estimated $15.4K and bringing the position to 1,289 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #355.

Continuum Advisory first reported a position in PTL in Q1 2024 and has held it in 9 quarters since. The position peaked at $381K in Q4 2024. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Continuum Advisory held 1,289 shares of Inspire 500 ETF worth $323K as of Q1 2026.
  • Continuum Advisory bought 60 Inspire 500 ETF shares in Q1 2026, an estimated $15.4K.
  • Inspire 500 ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #355 holding.
  • Continuum Advisory first reported a position in Inspire 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • Continuum Advisory's Inspire 500 ETF position peaked at $381K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.