MRA Advisory Group
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MRA Advisory Group’s Inspire 500 ETF PTL Stock Holding History

MRA Advisory Group’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
Q3 		$286K Sell
1,051
-349
-25% -$98K 0.11% 115
2026
Q2 		$401K Buy
1,400
+92
+7% +$25.5K 0.15% 94
2026
Q1 		$328K Buy
1,308
+275
+27% +$70.7K 0.13% 95
2025
Q4 		$256K Buy
1,033
+81
+9% +$20.2K 0.11% 107
2025
Q3 		$237K Buy
+952
New +$229K 0.1% 112

Other funds holding PTL

Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Investment Research Partners
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

MRA Advisory Group's PTL Position: Q3 2026 in Review

MRA Advisory Group reduced its Inspire 500 ETF (PTL) stake by 25% in Q3 2026, selling an estimated $98K and leaving 1,051 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #115.

MRA Advisory Group first reported a position in PTL in Q3 2025 and has held it in 5 quarters since. The position peaked at $401K in Q2 2026. 44 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • MRA Advisory Group held 1,051 shares of Inspire 500 ETF worth $286K as of Q3 2026.
  • MRA Advisory Group sold 349 Inspire 500 ETF shares in Q3 2026, an estimated $98K.
  • Inspire 500 ETF made up 0.11% of MRA Advisory Group's portfolio in Q3 2026, its #115 holding.
  • MRA Advisory Group first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • MRA Advisory Group's Inspire 500 ETF position peaked at $401K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.