Family Wealth Partners’s Inspire 500 ETF PTL Stock Holding History

Family Wealth Partners’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	$7.13M	Buy	24,931 +2,643	+12%	+$731K	2.19%	15
2026 Q1	$5.58M	Buy	22,288 +8,080	+57%	+$2.08M	1.91%	16
2025 Q4	$3.53M	Buy	14,208 +7,818	+122%	+$1.95M	1.27%	17
2025 Q3	$1.59M	Buy	+6,390	New	+$1.53M	0.6%	32

Other funds holding PTL

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return