IFG Advisory’s Inspire 500 ETF PTL Stock Holding History

IFG Advisory’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	$1.7M	Buy	+5,929	New	+$1.64M	0.06%	315
2026 Q1	–	Sell	-3,721	Closed	-$924K	–	906
2025 Q4	$924K	Buy	3,721 +918	+33%	+$229K	0.04%	378
2025 Q3	$699K	Buy	2,803 +497	+22%	+$119K	0.03%	432
2025 Q2	$529K	Sell	2,306 -494	-18%	-$105K	0.03%	459
2025 Q1	$575K	Buy	2,800 +658	+31%	+$143K	0.03%	413
2024 Q4	$457K	Buy	+2,142	New	+$467K	0.03%	440

Other funds holding PTL

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 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 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

IFG Advisory's PTL Position: Q2 2026 in Review

IFG Advisory opened a new position in Inspire 500 ETF (PTL) in Q2 2026: 5,929 shares worth $1.7M. The stake represents 0.06% of the portfolio and ranks #315 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PTL as recently as Q4 2025.

IFG Advisory first reported a position in PTL in Q4 2024 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

IFG Advisory held 5,929 shares of Inspire 500 ETF worth $1.7M as of Q2 2026.
Inspire 500 ETF was a new IFG Advisory position in Q2 2026.
Inspire 500 ETF made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #315 holding.
IFG Advisory first reported a position in Inspire 500 ETF in Q4 2024 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.