Fidelity Investments
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Fidelity Investments’s Inspire 500 ETF PTL Stock Holding History

Fidelity Investments’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
Q1 		$10K Buy
40
+30
+300% +$7.71K ﹤0.01% 4769
2025
Q4 		$2.48K Sell
10
-1
-9% -$250 ﹤0.01% 4990
2025
Q3 		$2.85K Buy
11
+6
+120% +$1.44K ﹤0.01% 4891
2025
Q2 		$1.25K Buy
+5
New +$1.06K ﹤0.01% 4935

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Fidelity Investments's PTL Position: Q1 2026 in Review

Fidelity Investments increased its Inspire 500 ETF (PTL) stake by 300% in Q1 2026, buying an estimated $7.71K and bringing the position to 40 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4769.

Fidelity Investments first reported a position in PTL in Q2 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Fidelity Investments held 40 shares of Inspire 500 ETF worth $10K as of Q1 2026.
  • Fidelity Investments bought 30 Inspire 500 ETF shares in Q1 2026, an estimated $7.71K.
  • Inspire 500 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4769 holding.
  • Fidelity Investments first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.