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Legacy Wealth Asset Management’s Inspire 500 ETF PTL Stock Holding History

Legacy Wealth Asset 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 		$8.24M Buy
28,803
+512
+2% +$142K 1.81% 5
2026
Q1 		$7.09M Buy
28,291
+1,655
+6% +$425K 1.72% 5
2025
Q4 		$6.61M Buy
26,636
+322
+1% +$80.5K 1.62% 5
2025
Q3 		$6.56M Buy
26,314
+513
+2% +$123K 1.59% 5
2025
Q2 		$5.92M Buy
+25,801
New +$5.49M 1.5% 5

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Legacy Wealth Asset Management's PTL Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Inspire 500 ETF (PTL) stake by 1.8% in Q2 2026, buying an estimated $142K and bringing the position to 28,803 shares worth $8.24M. The position accounts for 1.81% of the portfolio, ranked #5.

Legacy Wealth Asset Management first reported a position in PTL in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Legacy Wealth Asset Management held 28,803 shares of Inspire 500 ETF worth $8.24M as of Q2 2026.
  • Legacy Wealth Asset Management bought 512 Inspire 500 ETF shares in Q2 2026, an estimated $142K.
  • Inspire 500 ETF made up 1.81% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #5 holding.
  • Legacy Wealth Asset Management first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.