Kestra Advisory Services
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Kestra Advisory Services’s Inspire 500 ETF PTL Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-127
Closed -$31.5K – 4459
2025
Q4 		$31.5K Buy
+127
New +$31.7K ﹤0.01% 4262

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 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
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Kestra Advisory Services's PTL Position: Q1 2026 in Review

Kestra Advisory Services sold out of Inspire 500 ETF (PTL) in Q1 2026, closing a stake of 127 shares — an estimated $31.5K sold.

Kestra Advisory Services first reported a position in PTL in Q4 2025 and held it in 1 quarter. The position peaked at $31.5K in Q4 2025. 104 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Kestra Advisory Services reported no remaining Inspire 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 127 Inspire 500 ETF shares in Q1 2026, an estimated $31.5K.
  • Kestra Advisory Services first reported a position in Inspire 500 ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Inspire 500 ETF position peaked at $31.5K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.