IA
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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
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

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IA
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PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
CFD
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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