GI
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Gradient Investments’s Inspire 500 ETF PTL Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-55
Closed -$10.9K – 1343
2024
Q2 		$10.9K Buy
+55
New +$10.8K ﹤0.01% 727

Other funds holding PTL

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Gradient Investments's PTL Position: Q3 2024 in Review

Gradient Investments sold out of Inspire 500 ETF (PTL) in Q3 2024, closing a stake of 55 shares — an estimated $10.9K sold.

Gradient Investments first reported a position in PTL in Q2 2024 and held it in 1 quarter. The position peaked at $10.9K in Q2 2024. 29 funds tracked by Wall St. Rank hold PTL as of Q3 2024.

  • Gradient Investments reported no remaining Inspire 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 55 Inspire 500 ETF shares in Q3 2024, an estimated $10.9K.
  • Gradient Investments first reported a position in Inspire 500 ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's Inspire 500 ETF position peaked at $10.9K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.