Independent Financial Group’s Inspire 500 ETF PTL Stock Holding History

Independent Financial Group’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	$290K	Sell	1,013 -14	-1%	-$3.87K	0.01%	1262
2026 Q1	$257K	Buy	1,027 +149	+17%	+$38.3K	0.01%	1237
2025 Q4	$218K	Sell	878 -9	-1%	-$2.25K	﹤0.01%	1307
2025 Q3	$221K	Sell	887 -5	-0.6%	-$1.2K	0.01%	1239
2025 Q2	$205K	Buy	+892	New	+$190K	0.01%	1221

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

Independent Financial Group's PTL Position: Q2 2026 in Review

Independent Financial Group reduced its Inspire 500 ETF (PTL) stake by 1.4% in Q2 2026, selling an estimated $3.87K and leaving 1,013 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #1262.

Independent Financial Group first reported a position in PTL in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Independent Financial Group held 1,013 shares of Inspire 500 ETF worth $290K as of Q2 2026.
Independent Financial Group sold 14 Inspire 500 ETF shares in Q2 2026, an estimated $3.87K.
Inspire 500 ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1262 holding.
Independent Financial Group first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.