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 Q3	$789K	Buy	2,899 +55	+2%	+$15.4K	0.05%	249
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

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 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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

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

First Heartland Consultants's PTL Position: Q3 2026 in Review

First Heartland Consultants increased its Inspire 500 ETF (PTL) stake by 1.9% in Q3 2026, buying an estimated $15.4K and bringing the position to 2,899 shares worth $789K. The position accounts for 0.05% of the portfolio, ranked #249.

First Heartland Consultants first reported a position in PTL in Q1 2025 and has held it in 7 quarters since. The position peaked at $857K in Q3 2025. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

First Heartland Consultants held 2,899 shares of Inspire 500 ETF worth $789K as of Q3 2026.
First Heartland Consultants bought 55 Inspire 500 ETF shares in Q3 2026, an estimated $15.4K.
Inspire 500 ETF made up 0.05% of First Heartland Consultants's portfolio in Q3 2026, its #249 holding.
First Heartland Consultants first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 7 quarters since.
First Heartland Consultants's Inspire 500 ETF position peaked at $857K in Q3 2025.
15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.