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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
Q2 		– Sell
-2,314
Closed -$580K – 1812
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 – 917
2024
Q3 		$81.8K Buy
+383
New +$78.2K 0.01% 492

Other funds holding PTL

IA
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
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
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

Golden State Equity Partners's PTL Position: Q2 2026 in Review

Golden State Equity Partners sold out of Inspire 500 ETF (PTL) in Q2 2026, closing a stake of 2,314 shares — an estimated $580K sold.

Golden State Equity Partners first reported a position in PTL in Q3 2024 and held it in 5 quarters. The position peaked at $580K in Q1 2026. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Golden State Equity Partners reported no remaining Inspire 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,314 Inspire 500 ETF shares in Q2 2026, an estimated $580K.
  • Golden State Equity Partners first reported a position in Inspire 500 ETF in Q3 2024 and held it in 5 quarters.
  • Golden State Equity Partners's Inspire 500 ETF position peaked at $580K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.