IAA
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Independent Advisor Alliance’s Inspire 500 ETF PTL Stock Holding History

Independent Advisor Alliance’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 		$689K Sell
2,410
-10,015
-81% -$2.77M 0.02% 566
2026
Q1 		$3.11M Buy
+12,425
New +$3.19M 0.03% 432

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

Independent Advisor Alliance's PTL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Inspire 500 ETF (PTL) stake by 81% in Q2 2026, selling an estimated $2.77M and leaving 2,410 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #566.

Independent Advisor Alliance first reported a position in PTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.11M in Q1 2026. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Independent Advisor Alliance held 2,410 shares of Inspire 500 ETF worth $689K as of Q2 2026.
  • Independent Advisor Alliance sold 10,015 Inspire 500 ETF shares in Q2 2026, an estimated $2.77M.
  • Inspire 500 ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #566 holding.
  • Independent Advisor Alliance first reported a position in Inspire 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Inspire 500 ETF position peaked at $3.11M in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.