FAIM
PTL icon

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

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-3,940
Closed -$904K – 625
2025
Q2 		$904K Buy
3,940
+1,564
+66% +$333K 0.07% 246
2025
Q1 		$488K Buy
2,376
+262
+12% +$56.7K 0.03% 429
2024
Q4 		$451K Buy
+2,114
New +$461K 0.03% 484

Other funds holding PTL

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
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Financial Advocates Investment Management's PTL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Inspire 500 ETF (PTL) in Q3 2025, closing a stake of 3,940 shares — an estimated $904K sold.

Financial Advocates Investment Management first reported a position in PTL in Q4 2024 and held it in 3 quarters. The position peaked at $904K in Q2 2025. 84 funds tracked by Wall St. Rank hold PTL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Inspire 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,940 Inspire 500 ETF shares in Q3 2025, an estimated $904K.
  • Financial Advocates Investment Management first reported a position in Inspire 500 ETF in Q4 2024 and held it in 3 quarters.
  • Financial Advocates Investment Management's Inspire 500 ETF position peaked at $904K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.