Financial Advocates Investment Management’s Inspire 500 ETF PTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$904K Buy
3,940
+1,564
+66% +$359K 0.07% 246
2025
Q1
$488K Buy
2,376
+262
+12% +$53.8K 0.03% 427
2024
Q4
$451K Buy
+2,114
New +$451K 0.03% 483