Gradient Investments’s Inspire 500 ETF PTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$437K Buy
+1,606
New +$451K 0.01% 385
2024
Q3
– Sell
-55
Closed -$10.9K – 1343
2024
Q2
$10.9K Buy
+55
New +$10.8K ﹤0.01% 727

Other funds holding PTL

Gradient Investments's PTL Position: Q3 2026 in Review

Gradient Investments opened a new position in Inspire 500 ETF (PTL) in Q3 2026: 1,606 shares worth $437K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Gradient Investments previously reported a position in PTL as recently as Q2 2024.

Gradient Investments first reported a position in PTL in Q2 2024 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • Gradient Investments held 1,606 shares of Inspire 500 ETF worth $437K as of Q3 2026.
  • Inspire 500 ETF was a new Gradient Investments position in Q3 2026.
  • Inspire 500 ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #385 holding.
  • Gradient Investments first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.