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Investment Research Partners’s Inspire 500 ETF PTL Stock Holding History

Investment Research Partners’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 		$8.59M Buy
30,037
+88
+0.3% +$24.4K 2.91% 5
2026
Q1 		$7.5M Buy
29,949
+1,640
+6% +$421K 3.05% 7
2025
Q4 		$7.03M Sell
28,309
-433
-2% -$108K 3.02% 6
2025
Q3 		$7.29M Buy
+28,742
New +$6.9M 3.28% 5

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 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
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Investment Research Partners's PTL Position: Q2 2026 in Review

Investment Research Partners increased its Inspire 500 ETF (PTL) stake by 0.29% in Q2 2026, buying an estimated $24.4K and bringing the position to 30,037 shares worth $8.59M. The position accounts for 2.91% of the portfolio, ranked #5.

Investment Research Partners first reported a position in PTL in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Investment Research Partners held 30,037 shares of Inspire 500 ETF worth $8.59M as of Q2 2026.
  • Investment Research Partners bought 88 Inspire 500 ETF shares in Q2 2026, an estimated $24.4K.
  • Inspire 500 ETF made up 2.91% of Investment Research Partners's portfolio in Q2 2026, its #5 holding.
  • Investment Research Partners first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.