MI
PTL icon

Moneywise Inc’s Inspire 500 ETF PTL Stock Holding History

Moneywise Inc’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 		$7.7M Sell
30,750
-4,542
-13% -$1.17M 3.36% 7
2025
Q4 		$8.76M Buy
35,292
+3,219
+10% +$804K 3.64% 8
2025
Q3 		$7.99M Buy
32,073
+189
+0.6% +$45.4K 3.62% 8
2025
Q2 		$7.31M Sell
31,884
-12,751
-29% -$2.71M 3.43% 8
2025
Q1 		$9.17M Sell
44,635
-9,378
-17% -$2.03M 4.86% 7
2024
Q4 		$11.5M Buy
54,013
+10,812
+25% +$2.36M 5.78% 6
2024
Q3 		$9.22M Buy
43,201
+7,290
+20% +$1.49M 4.54% 7
2024
Q2 		$7.14M Buy
+35,911
New +$7.08M 3.78% 8

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 $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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