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 Q2	$51.5M	Buy	179,978 +47,849	+36%	+$13.2M	0.01%	988
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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 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 $170M AUM 13.8% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial's PTL Position: Q2 2026 in Review

LPL Financial increased its Inspire 500 ETF (PTL) stake by 36% in Q2 2026, buying an estimated $13.2M and bringing the position to 179,978 shares worth $51.5M. The position accounts for 0.01% of the portfolio, ranked #988.

LPL Financial first reported a position in PTL in Q3 2024 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

LPL Financial held 179,978 shares of Inspire 500 ETF worth $51.5M as of Q2 2026.
LPL Financial bought 47,849 Inspire 500 ETF shares in Q2 2026, an estimated $13.2M.
Inspire 500 ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #988 holding.
LPL Financial first reported a position in Inspire 500 ETF in Q3 2024 and has held it in 8 quarters since.
121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.