Institute for Wealth Management’s Inspire 500 ETF PTL Stock Holding History

Institute for Wealth Management’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	$7.82K	Buy	+27	New	+$7.47K	﹤0.01%	1369

Other funds holding PTL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 34.97% 1-Year Est. Return

Institute for Wealth Management's PTL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Inspire 500 ETF (PTL) in Q2 2026: 27 shares worth $7.82K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings.

79 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Institute for Wealth Management held 27 shares of Inspire 500 ETF worth $7.82K as of Q2 2026.
Inspire 500 ETF was a new Institute for Wealth Management position in Q2 2026.
Inspire 500 ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1369 holding.
79 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.