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Go Invest LLC’s Inspire 500 ETF PTL Stock Holding History

Go Invest LLC’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 		$47.2K Buy
165
+8
+5% +$2.21K 0.01% 43
2026
Q1 		$39.4K Buy
157
+8
+5% +$2.06K 0.01% 42
2025
Q4 		$37K Buy
+149
New +$37.2K 0.01% 40

Other funds holding PTL

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
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 34.97% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Go Invest LLC's PTL Position: Q2 2026 in Review

Go Invest LLC increased its Inspire 500 ETF (PTL) stake by 5.1% in Q2 2026, buying an estimated $2.21K and bringing the position to 165 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #43.

Go Invest LLC first reported a position in PTL in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Go Invest LLC held 165 shares of Inspire 500 ETF worth $47.2K as of Q2 2026.
  • Go Invest LLC bought 8 Inspire 500 ETF shares in Q2 2026, an estimated $2.21K.
  • Inspire 500 ETF made up 0.01% of Go Invest LLC's portfolio in Q2 2026, its #43 holding.
  • Go Invest LLC first reported a position in Inspire 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.