LPL Financial
PTL icon

LPL Financial’s Inspire 500 ETF PTL Stock Holding History

LPL Financial’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 		$33.1M Buy
132,129
+19,079
+17% +$4.9M 0.01% 1126
2025
Q4 		$28.1M Buy
113,050
+22,576
+25% +$5.64M 0.01% 1181
2025
Q3 		$22.6M Buy
90,474
+21,079
+30% +$5.06M 0.01% 1287
2025
Q2 		$15.9M Buy
69,395
+22,568
+48% +$4.8M 0.01% 1404
2025
Q1 		$9.62M Buy
46,827
+13,244
+39% +$2.87M ﹤0.01% 1635
2024
Q4 		$7.16M Buy
33,583
+12,172
+57% +$2.65M ﹤0.01% 1788
2024
Q3 		$4.57M Buy
+21,411
New +$4.37M ﹤0.01% 2074

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
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
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

LPL Financial's PTL Position: Q1 2026 in Review

LPL Financial increased its Inspire 500 ETF (PTL) stake by 17% in Q1 2026, buying an estimated $4.9M and bringing the position to 132,129 shares worth $33.1M. The position accounts for 0.01% of the portfolio, ranked #1126.

LPL Financial first reported a position in PTL in Q3 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • LPL Financial held 132,129 shares of Inspire 500 ETF worth $33.1M as of Q1 2026.
  • LPL Financial bought 19,079 Inspire 500 ETF shares in Q1 2026, an estimated $4.9M.
  • Inspire 500 ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1126 holding.
  • LPL Financial first reported a position in Inspire 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.