Focus Partners Wealth
PTL icon

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
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

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 Wealth's PTL Position: Q1 2026 in Review

Focus Partners Wealth increased its Inspire 500 ETF (PTL) stake by 5.8% in Q1 2026, buying an estimated $300K and bringing the position to 21,227 shares worth $5.32M. The position accounts for 0.01% of the portfolio, ranked #918.

Focus Partners Wealth first reported a position in PTL in Q1 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Focus Partners Wealth held 21,227 shares of Inspire 500 ETF worth $5.32M as of Q1 2026.
  • Focus Partners Wealth bought 1,166 Inspire 500 ETF shares in Q1 2026, an estimated $300K.
  • Inspire 500 ETF made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #918 holding.
  • Focus Partners Wealth first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.