MFS
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Mattson Financial Services’s Inspire 500 ETF PTL Stock Holding History

Mattson 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
2024
Q4 		– Sell
-55
Closed -$10.9K – 383
2024
Q3 		$10.9K Hold
55
– – ﹤0.01% 209
2024
Q2 		$10.9K Buy
+55
New +$10.8K ﹤0.01% 209

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
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Mattson Financial Services's PTL Position: Q4 2024 in Review

Mattson Financial Services sold out of Inspire 500 ETF (PTL) in Q4 2024, closing a stake of 55 shares — an estimated $10.9K sold.

Mattson Financial Services first reported a position in PTL in Q2 2024 and held it in 2 quarters. The position peaked at $10.9K in Q3 2024. 44 funds tracked by Wall St. Rank hold PTL as of Q4 2024.

  • Mattson Financial Services reported no remaining Inspire 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Mattson Financial Services sold 55 Inspire 500 ETF shares in Q4 2024, an estimated $10.9K.
  • Mattson Financial Services first reported a position in Inspire 500 ETF in Q2 2024 and held it in 2 quarters.
  • Mattson Financial Services's Inspire 500 ETF position peaked at $10.9K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q4 2024.

Based on Mattson Financial Services's 13F filing for Q4 2024, filed 10 Mar 2025.