CFD
PTL icon

Creative Financial Designs’s Inspire 500 ETF PTL Stock Holding History

Creative Financial Designs’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 		$36.7M Buy
146,614
+130,873
+831% +$33.6M 2.23% 4
2025
Q4 		$3.91M Buy
15,741
+6,411
+69% +$1.6M 0.25% 90
2025
Q3 		$2.33M Buy
9,330
+1,733
+23% +$416K 0.16% 127
2025
Q2 		$1.74M Buy
7,597
+2,309
+44% +$491K 0.13% 147
2025
Q1 		$1.09M Buy
5,288
+1,607
+44% +$348K 0.09% 186
2024
Q4 		$785K Buy
3,681
+1,413
+62% +$308K 0.06% 224
2024
Q3 		$484K Buy
2,268
+810
+56% +$165K 0.04% 293
2024
Q2 		$290K Buy
1,458
+1,416
+3,371% +$279K 0.03% 361
2024
Q1 		$8.51K Buy
+42
New +$8.45K ﹤0.01% 1190

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
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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return