Envestnet Asset Management
PTL icon

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

Envestnet 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
2026
Q2 		$5.21M Buy
18,202
+4,810
+36% +$1.33M ﹤0.01% 2433
2026
Q1 		$3.36M Buy
13,392
+1,619
+14% +$416K ﹤0.01% 2631
2025
Q4 		$2.92M Buy
11,773
+4,058
+53% +$1.01M ﹤0.01% 2554
2025
Q3 		$1.92M Buy
7,715
+1,435
+23% +$345K ﹤0.01% 2900
2025
Q2 		$1.44M Buy
+6,280
New +$1.34M ﹤0.01% 3038

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

Envestnet Asset Management's PTL Position: Q2 2026 in Review

Envestnet Asset Management increased its Inspire 500 ETF (PTL) stake by 36% in Q2 2026, buying an estimated $1.33M and bringing the position to 18,202 shares worth $5.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Envestnet Asset Management first reported a position in PTL in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Envestnet Asset Management held 18,202 shares of Inspire 500 ETF worth $5.21M as of Q2 2026.
  • Envestnet Asset Management bought 4,810 Inspire 500 ETF shares in Q2 2026, an estimated $1.33M.
  • Inspire 500 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2433 holding.
  • Envestnet Asset Management first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.