Envestnet Portfolio Solutions
PTL icon

Envestnet Portfolio Solutions’s Inspire 500 ETF PTL Stock Holding History

Envestnet Portfolio Solutions’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 		$1.55M Buy
5,430
+757
+16% +$209K 0.01% 558
2026
Q1 		$1.17M Buy
4,673
+563
+14% +$145K 0.01% 587
2025
Q4 		$1.02M Buy
4,110
+974
+31% +$243K ﹤0.01% 753
2025
Q3 		$782K Buy
3,136
+1,466
+88% +$352K ﹤0.01% 833
2025
Q2 		$383K Buy
+1,670
New +$355K ﹤0.01% 1229

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 Portfolio Solutions's PTL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Inspire 500 ETF (PTL) stake by 16% in Q2 2026, buying an estimated $209K and bringing the position to 5,430 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #558.

Envestnet Portfolio Solutions 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 Portfolio Solutions held 5,430 shares of Inspire 500 ETF worth $1.55M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 757 Inspire 500 ETF shares in Q2 2026, an estimated $209K.
  • Inspire 500 ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #558 holding.
  • Envestnet Portfolio Solutions 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 Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.