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 Q2	$7.17M	Buy	25,052 +2,639	+12%	+$730K	0.06%	148
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

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

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

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

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

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

Focus Partners Advisor Solutions's PTL Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Inspire 500 ETF (PTL) stake by 12% in Q2 2026, buying an estimated $730K and bringing the position to 25,052 shares worth $7.17M. The position accounts for 0.06% of the portfolio, ranked #148.

Focus Partners Advisor Solutions first reported a position in PTL in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Focus Partners Advisor Solutions held 25,052 shares of Inspire 500 ETF worth $7.17M as of Q2 2026.
Focus Partners Advisor Solutions bought 2,639 Inspire 500 ETF shares in Q2 2026, an estimated $730K.
Inspire 500 ETF made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #148 holding.
Focus Partners Advisor Solutions first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.