EverSource Wealth Advisors’s Inspire 500 ETF PTL Stock Holding History

EverSource Wealth Advisors’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	$7.59M	Buy	26,542 +3,088	+13%	+$855K	0.26%	80
2026 Q1	$5.88M	Buy	23,454 +16,417	+233%	+$4.22M	0.18%	103
2025 Q4	$1.75M	Buy	7,037 +6,756	+2,404%	+$1.69M	0.06%	218
2025 Q3	$70.1K	Buy	281 +267	+1,907%	+$64.1K	﹤0.01%	1469
2025 Q2	$3.25K	Sell	14 -20	-59%	-$4.25K	﹤0.01%	3324
2025 Q1	$7.05K	Buy	34 +1	+3%	+$217	﹤0.01%	2317
2024 Q4	$7.1K	Buy	+33	New	+$7.2K	﹤0.01%	2178

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

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 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

EverSource Wealth Advisors's PTL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Inspire 500 ETF (PTL) stake by 13% in Q2 2026, buying an estimated $855K and bringing the position to 26,542 shares worth $7.59M. The position accounts for 0.26% of the portfolio, ranked #80.

EverSource Wealth Advisors first reported a position in PTL in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

EverSource Wealth Advisors held 26,542 shares of Inspire 500 ETF worth $7.59M as of Q2 2026.
EverSource Wealth Advisors bought 3,088 Inspire 500 ETF shares in Q2 2026, an estimated $855K.
Inspire 500 ETF made up 0.26% of EverSource Wealth Advisors's portfolio in Q2 2026, its #80 holding.
EverSource Wealth Advisors first reported a position in Inspire 500 ETF in Q4 2024 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.