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LifeGuide Financial Advisors’s Inspire 500 ETF PTL Stock Holding History

LifeGuide Financial Advisors’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 		$3.01M Sell
10,532
-15
-0.1% -$4.15K 0.86% 15
2026
Q1 		$2.64M Buy
10,547
+845
+9% +$217K 0.85% 14
2025
Q4 		$2.42M Buy
+9,702
New +$2.42M 0.8% 16

Other funds holding PTL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 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
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LifeGuide Financial Advisors's PTL Position: Q2 2026 in Review

LifeGuide Financial Advisors reduced its Inspire 500 ETF (PTL) stake by 0.14% in Q2 2026, selling an estimated $4.15K and leaving 10,532 shares worth $3.01M. The position accounts for 0.86% of the portfolio, ranked #15.

LifeGuide Financial Advisors first reported a position in PTL in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • LifeGuide Financial Advisors held 10,532 shares of Inspire 500 ETF worth $3.01M as of Q2 2026.
  • LifeGuide Financial Advisors sold 15 Inspire 500 ETF shares in Q2 2026, an estimated $4.15K.
  • Inspire 500 ETF made up 0.86% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • LifeGuide Financial Advisors first reported a position in Inspire 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.