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Creekmur Asset Management’s Inspire 500 ETF PTL Stock Holding History

Creekmur Asset 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
2025
Q3 		$201K Buy
806
+20
+3% +$4.8K 0.03% 201
2025
Q2 		$180K Buy
786
+359
+84% +$76.4K 0.03% 235
2025
Q1 		$87.8K Sell
427
-438
-51% -$94.9K 0.02% 255
2024
Q4 		$185K Sell
865
-64
-7% -$14K 0.04% 127
2024
Q3 		$198K Buy
929
+216
+30% +$44.1K 0.05% 118
2024
Q2 		$142K Buy
+713
New +$141K 0.04% 149

Other funds holding PTL

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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 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
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Creekmur Asset Management's PTL Position: Q3 2025 in Review

Creekmur Asset Management increased its Inspire 500 ETF (PTL) stake by 2.5% in Q3 2025, buying an estimated $4.8K and bringing the position to 806 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #201.

Creekmur Asset Management first reported a position in PTL in Q2 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold PTL as of Q3 2025.

  • Creekmur Asset Management held 806 shares of Inspire 500 ETF worth $201K as of Q3 2025.
  • Creekmur Asset Management bought 20 Inspire 500 ETF shares in Q3 2025, an estimated $4.8K.
  • Inspire 500 ETF made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #201 holding.
  • Creekmur Asset Management first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.