Littlejohn Financial Services’s Inspire 500 ETF PTL Stock Holding History

Littlejohn Financial 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 Q2	$705K	Buy	+2,464	New	+$682K	0.51%	45

Other funds holding PTL

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Littlejohn Financial Services's PTL Position: Q2 2026 in Review

Littlejohn Financial Services opened a new position in Inspire 500 ETF (PTL) in Q2 2026: 2,464 shares worth $705K. The stake represents 0.51% of the portfolio and ranks #45 among its holdings.

49 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Littlejohn Financial Services held 2,464 shares of Inspire 500 ETF worth $705K as of Q2 2026.
Inspire 500 ETF was a new Littlejohn Financial Services position in Q2 2026.
Inspire 500 ETF made up 0.51% of Littlejohn Financial Services's portfolio in Q2 2026, its #45 holding.
49 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.