Focus Partners Wealth’s Inspire 500 ETF PTL Stock Holding History

Focus Partners Wealth’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	$6.33M	Buy	22,133 +906	+4%	+$251K	0.01%	860
2026 Q1	$5.32M	Buy	21,227 +1,166	+6%	+$300K	0.01%	918
2025 Q4	$4.98M	Sell	20,061 -126	-0.6%	-$31.5K	0.01%	943
2025 Q3	$5.03M	Buy	20,187 +1,235	+7%	+$297K	0.01%	743
2025 Q2	$4.35M	Buy	18,952 +7,962	+72%	+$1.69M	0.01%	715
2025 Q1	$2.26M	Buy	+10,990	New	+$2.38M	0.01%	818

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

Focus Partners Wealth's PTL Position: Q2 2026 in Review

Focus Partners Wealth increased its Inspire 500 ETF (PTL) stake by 4.3% in Q2 2026, buying an estimated $251K and bringing the position to 22,133 shares worth $6.33M. The position accounts for 0.01% of the portfolio, ranked #860.

Focus Partners Wealth first reported a position in PTL in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Focus Partners Wealth held 22,133 shares of Inspire 500 ETF worth $6.33M as of Q2 2026.
Focus Partners Wealth bought 906 Inspire 500 ETF shares in Q2 2026, an estimated $251K.
Inspire 500 ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #860 holding.
Focus Partners Wealth first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.