Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.35M Buy
18,952
+7,962
+72% +$1.83M 0.01% 712
2025
Q1 		$2.26M Buy
+10,990
New +$2.26M 0.01% 813