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Golden State Equity Partners’s Inspire 500 ETF PTL Stock Holding History

Golden State Equity Partners’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 		$580K Buy
2,314
+275
+13% +$70.7K 0.04% 412
2025
Q4 		$506K Buy
2,039
+353
+21% +$88.2K 0.08% 277
2025
Q3 		$420K Sell
1,686
-16
-0.9% -$3.84K 0.07% 295
2025
Q2 		$390K Buy
+1,702
New +$362K 0.07% 288
2024
Q4 		– Sell
-383
Closed -$81.8K – 910
2024
Q3 		$81.8K Buy
+383
New +$78.2K 0.04% 310

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

Golden State Equity Partners's PTL Position: Q1 2026 in Review

Golden State Equity Partners increased its Inspire 500 ETF (PTL) stake by 13% in Q1 2026, buying an estimated $70.7K and bringing the position to 2,314 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #412.

Golden State Equity Partners first reported a position in PTL in Q3 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Golden State Equity Partners held 2,314 shares of Inspire 500 ETF worth $580K as of Q1 2026.
  • Golden State Equity Partners bought 275 Inspire 500 ETF shares in Q1 2026, an estimated $70.7K.
  • Inspire 500 ETF made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #412 holding.
  • Golden State Equity Partners first reported a position in Inspire 500 ETF in Q3 2024 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 Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.