Northwestern Mutual Wealth Management
PTL icon

Northwestern Mutual Wealth Management’s Inspire 500 ETF PTL Stock Holding History

Northwestern Mutual Wealth Management’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 		$1.7M Buy
5,928
+1,502
+34% +$416K ﹤0.01% 1224
2026
Q1 		$1.11M Buy
4,426
+4,320
+4,075% +$1.11M ﹤0.01% 1295
2025
Q4 		$26.3K Buy
106
+16
+18% +$4K ﹤0.01% 2635
2025
Q3 		$22.4K Buy
+90
New +$21.6K ﹤0.01% 2631

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

Northwestern Mutual Wealth Management's PTL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Inspire 500 ETF (PTL) stake by 34% in Q2 2026, buying an estimated $416K and bringing the position to 5,928 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Northwestern Mutual Wealth Management 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.

  • Northwestern Mutual Wealth Management held 5,928 shares of Inspire 500 ETF worth $1.7M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 1,502 Inspire 500 ETF shares in Q2 2026, an estimated $416K.
  • Inspire 500 ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1224 holding.
  • Northwestern Mutual Wealth Management 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.