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Nations Financial Group’s Inspire 500 ETF PTL Stock Holding History

Nations Financial 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
Q2 		– Sell
-22,738
Closed -$5.7M – 839
2026
Q1 		$5.7M Buy
22,738
+4,792
+27% +$1.23M 0.29% 82
2025
Q4 		$4.45M Buy
17,946
+3,510
+24% +$877K 0.23% 102
2025
Q3 		$3.6M Buy
14,436
+12,559
+669% +$3.02M 0.22% 107
2025
Q2 		$430K Buy
+1,877
New +$399K 0.03% 489

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

Nations Financial Group's PTL Position: Q2 2026 in Review

Nations Financial Group sold out of Inspire 500 ETF (PTL) in Q2 2026, closing a stake of 22,738 shares — an estimated $5.7M sold.

Nations Financial Group first reported a position in PTL in Q2 2025 and held it in 4 quarters. The position peaked at $5.7M in Q1 2026. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Nations Financial Group reported no remaining Inspire 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 22,738 Inspire 500 ETF shares in Q2 2026, an estimated $5.7M.
  • Nations Financial Group first reported a position in Inspire 500 ETF in Q2 2025 and held it in 4 quarters.
  • Nations Financial Group's Inspire 500 ETF position peaked at $5.7M in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.