Mather Group’s Inspire 500 ETF PTL Stock Holding History

Mather Group’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	–	Sell	-53	Closed	-$13.3K	–	1988
2026 Q1	$13.3K	Buy	+53	New	+$13.6K	﹤0.01%	1377

Other funds holding PTL

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

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

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

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

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

Stifel Financial

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

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

Mather Group's PTL Position: Q2 2026 in Review

Mather Group sold out of Inspire 500 ETF (PTL) in Q2 2026, closing a stake of 53 shares — an estimated $13.3K sold.

Mather Group first reported a position in PTL in Q1 2026 and held it in 1 quarter. The position peaked at $13.3K in Q1 2026. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Mather Group reported no remaining Inspire 500 ETF position as of Q2 2026 after selling out during the quarter.
Mather Group sold 53 Inspire 500 ETF shares in Q2 2026, an estimated $13.3K.
Mather Group first reported a position in Inspire 500 ETF in Q1 2026 and held it in 1 quarter.
Mather Group's Inspire 500 ETF position peaked at $13.3K in Q1 2026.
121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.