First Heartland Consultants’s Inspire 500 ETF PTL Stock Holding History

First Heartland Consultants’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	$814K	Buy	2,844 +55	+2%	+$15.2K	0.05%	248
2026 Q1	$699K	Sell	2,789 -90	-3%	-$23.1K	0.05%	238
2025 Q4	$715K	Sell	2,879 -559	-16%	-$140K	0.05%	228
2025 Q3	$857K	Sell	3,438 -59	-2%	-$14.2K	0.07%	197
2025 Q2	$802K	Sell	3,497 -195	-5%	-$41.5K	0.07%	193
2025 Q1	$759K	Buy	+3,692	New	+$800K	0.08%	184

Other funds holding PTL

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAW

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

First Heartland Consultants's PTL Position: Q2 2026 in Review

First Heartland Consultants increased its Inspire 500 ETF (PTL) stake by 2% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,844 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #248.

First Heartland Consultants first reported a position in PTL in Q1 2025 and has held it in 6 quarters since. The position peaked at $857K in Q3 2025. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

First Heartland Consultants held 2,844 shares of Inspire 500 ETF worth $814K as of Q2 2026.
First Heartland Consultants bought 55 Inspire 500 ETF shares in Q2 2026, an estimated $15.2K.
Inspire 500 ETF made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #248 holding.
First Heartland Consultants first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 6 quarters since.
First Heartland Consultants's Inspire 500 ETF position peaked at $857K in Q3 2025.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.