MFWP
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Mosaic Family Wealth Partners’s Inspire 500 ETF PTL Stock Holding History

Mosaic Family Wealth Partners’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$548K Buy
2,388
+138
+6% +$31.6K 0.07% 126
2025
Q1 		$462K Buy
2,250
+1,312
+140% +$270K 0.07% 136
2024
Q4 		$200K Buy
+938
New +$200K 0.03% 205