Farther Finance Advisors
PTL icon

Farther Finance Advisors’s Inspire 500 ETF PTL Stock Holding History

Farther Finance 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
Q3 		$1.01M Buy
3,714
+208
+6% +$58.4K 0.01% 1128
2026
Q2 		$1M Sell
3,506
-136
-4% -$37.6K 0.01% 1105
2026
Q1 		$917K Buy
+3,642
New +$936K 0.01% 1024

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
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
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors's PTL Position: Q3 2026 in Review

Farther Finance Advisors increased its Inspire 500 ETF (PTL) stake by 5.9% in Q3 2026, buying an estimated $58.4K and bringing the position to 3,714 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1128.

Farther Finance Advisors first reported a position in PTL in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • Farther Finance Advisors held 3,714 shares of Inspire 500 ETF worth $1.01M as of Q3 2026.
  • Farther Finance Advisors bought 208 Inspire 500 ETF shares in Q3 2026, an estimated $58.4K.
  • Inspire 500 ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1128 holding.
  • Farther Finance Advisors first reported a position in Inspire 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.