CX Institutional
PTL icon

CX Institutional’s Inspire 500 ETF PTL Stock Holding History

CX Institutional’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
Q3 		$271K Sell
994
-68
-6% -$19.1K 0.01% 658
2026
Q2 		$304K Sell
1,062
-49
-4% -$13.6K 0.01% 625
2026
Q1 		$278K Sell
1,111
-639
-37% -$164K 0.01% 628
2025
Q4 		$434K Buy
1,750
+1,522
+668% +$380K 0.01% 462
2025
Q3 		$57K Buy
+228
New +$54.7K ﹤0.01% 920

Other funds holding PTL

PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

CX Institutional's PTL Position: Q3 2026 in Review

CX Institutional reduced its Inspire 500 ETF (PTL) stake by 6.4% in Q3 2026, selling an estimated $19.1K and leaving 994 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #658.

CX Institutional first reported a position in PTL in Q3 2025 and has held it in 5 quarters since. The position peaked at $434K in Q4 2025. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • CX Institutional held 994 shares of Inspire 500 ETF worth $271K as of Q3 2026.
  • CX Institutional sold 68 Inspire 500 ETF shares in Q3 2026, an estimated $19.1K.
  • Inspire 500 ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #658 holding.
  • CX Institutional first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Inspire 500 ETF position peaked at $434K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.