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Cornerstone Financial Management’s Inspire 500 ETF PTL Stock Holding History

Cornerstone Financial Management’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 		$524 Sell
2
-1
-33% -$277 ﹤0.01% 1359
2026
Q1 		$649 Hold
3
– – ﹤0.01% 1081
2025
Q4 		$643 Buy
+3
New +$750 ﹤0.01% 1071

Other funds holding PTL

IA
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
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
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

Cornerstone Financial Management's PTL Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Inspire 500 ETF (PTL) stake by 33% in Q2 2026, selling an estimated $277 and leaving 2 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Cornerstone Financial Management first reported a position in PTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $649 in Q1 2026. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Cornerstone Financial Management held 2 shares of Inspire 500 ETF worth $524 as of Q2 2026.
  • Cornerstone Financial Management sold 1 Inspire 500 ETF share in Q2 2026, an estimated $277.
  • Inspire 500 ETF made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1359 holding.
  • Cornerstone Financial Management first reported a position in Inspire 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Inspire 500 ETF position peaked at $649 in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.