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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
Q2 		$12.8M Buy
44,863
+14,113
+46% +$3.91M 4.79% 6
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

IA
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

Moneywise Inc's PTL Position: Q2 2026 in Review

Moneywise Inc increased its Inspire 500 ETF (PTL) stake by 46% in Q2 2026, buying an estimated $3.91M and bringing the position to 44,863 shares worth $12.8M. The position accounts for 4.79% of the portfolio, ranked #6.

Moneywise Inc first reported a position in PTL in Q2 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Moneywise Inc held 44,863 shares of Inspire 500 ETF worth $12.8M as of Q2 2026.
  • Moneywise Inc bought 14,113 Inspire 500 ETF shares in Q2 2026, an estimated $3.91M.
  • Inspire 500 ETF made up 4.79% of Moneywise Inc's portfolio in Q2 2026, its #6 holding.
  • Moneywise Inc first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.