McCarley & Cook Financial Planners’s Inspire 500 ETF PTL Stock Holding History

McCarley & Cook Financial Planners’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	$5.99K	Buy	22 +13	+144%	+$3.65K	﹤0.01%	190
2026 Q2	$2.58K	Buy	+9	New	+$2.49K	﹤0.01%	211

Other funds holding PTL

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

McCarley & Cook Financial Planners's PTL Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Inspire 500 ETF (PTL) stake by 144% in Q3 2026, buying an estimated $3.65K and bringing the position to 22 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

McCarley & Cook Financial Planners first reported a position in PTL in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

McCarley & Cook Financial Planners held 22 shares of Inspire 500 ETF worth $5.99K as of Q3 2026.
McCarley & Cook Financial Planners bought 13 Inspire 500 ETF shares in Q3 2026, an estimated $3.65K.
Inspire 500 ETF made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #190 holding.
McCarley & Cook Financial Planners first reported a position in Inspire 500 ETF in Q2 2026 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.