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Focus Partners Advisor Solutions’s Inspire 500 ETF PTL Stock Holding History

Focus Partners Advisor Solutions’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 		$5.62M Buy
22,413
+8,239
+58% +$2.12M 0.06% 154
2025
Q4 		$3.52M Sell
14,174
-9,346
-40% -$2.34M 0.04% 206
2025
Q3 		$5.9M Buy
+23,520
New +$5.65M 0.07% 150

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

Focus Partners Advisor Solutions's PTL Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Inspire 500 ETF (PTL) stake by 58% in Q1 2026, buying an estimated $2.12M and bringing the position to 22,413 shares worth $5.62M. The position accounts for 0.06% of the portfolio, ranked #154.

Focus Partners Advisor Solutions first reported a position in PTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.9M in Q3 2025. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Focus Partners Advisor Solutions held 22,413 shares of Inspire 500 ETF worth $5.62M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 8,239 Inspire 500 ETF shares in Q1 2026, an estimated $2.12M.
  • Inspire 500 ETF made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #154 holding.
  • Focus Partners Advisor Solutions first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Advisor Solutions's Inspire 500 ETF position peaked at $5.9M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.