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 Q2	$33.6M	Sell	117,590 -29,024	-20%	-$8.03M	1.6%	7
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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Creative Financial Designs's PTL Position: Q2 2026 in Review

Creative Financial Designs reduced its Inspire 500 ETF (PTL) stake by 20% in Q2 2026, selling an estimated $8.03M and leaving 117,590 shares worth $33.6M. The position accounts for 1.6% of the portfolio, ranked #7.

Creative Financial Designs first reported a position in PTL in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.7M in Q1 2026. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Creative Financial Designs held 117,590 shares of Inspire 500 ETF worth $33.6M as of Q2 2026.
Creative Financial Designs sold 29,024 Inspire 500 ETF shares in Q2 2026, an estimated $8.03M.
Inspire 500 ETF made up 1.6% of Creative Financial Designs's portfolio in Q2 2026, its #7 holding.
Creative Financial Designs first reported a position in Inspire 500 ETF in Q1 2024 and has held it in 10 quarters since.
Creative Financial Designs's Inspire 500 ETF position peaked at $36.7M in Q1 2026.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.