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 Q3	$317K	Buy	1,166 +153	+15%	+$43K	0.01%	1225
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

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Independent Financial Group's PTL Position: Q3 2026 in Review

Independent Financial Group increased its Inspire 500 ETF (PTL) stake by 15% in Q3 2026, buying an estimated $43K and bringing the position to 1,166 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #1225.

Independent Financial Group first reported a position in PTL in Q2 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

Independent Financial Group held 1,166 shares of Inspire 500 ETF worth $317K as of Q3 2026.
Independent Financial Group bought 153 Inspire 500 ETF shares in Q3 2026, an estimated $43K.
Inspire 500 ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1225 holding.
Independent Financial Group first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.