Morgan Stanley
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Morgan Stanley’s Inspire 500 ETF PTL Stock Holding History

Morgan Stanley’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 		$76.4K Buy
267
+129
+93% +$35.7K ﹤0.01% 6355
2026
Q1 		$34.6K Hold
138
– – ﹤0.01% 6546
2025
Q4 		$34.3K Hold
138
– – ﹤0.01% 6544
2025
Q3 		$34.4K Buy
+138
New +$33.1K ﹤0.01% 6523

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 $280M AUM 16.85% 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

Morgan Stanley's PTL Position: Q2 2026 in Review

Morgan Stanley increased its Inspire 500 ETF (PTL) stake by 93% in Q2 2026, buying an estimated $35.7K and bringing the position to 267 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6355.

Morgan Stanley first reported a position in PTL in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Morgan Stanley held 267 shares of Inspire 500 ETF worth $76.4K as of Q2 2026.
  • Morgan Stanley bought 129 Inspire 500 ETF shares in Q2 2026, an estimated $35.7K.
  • Inspire 500 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6355 holding.
  • Morgan Stanley first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.