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Optivise Advisory Services’s Inspire 500 ETF PTL Stock Holding History

Optivise Advisory Services’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 		$1.92M Sell
6,703
-50
-0.7% -$13.8K 0.97% 23
2026
Q1 		$1.69M Sell
6,753
-265
-4% -$68.1K 1.02% 20
2025
Q4 		$1.74M Buy
+7,018
New +$1.75M 1% 22

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

Optivise Advisory Services's PTL Position: Q2 2026 in Review

Optivise Advisory Services reduced its Inspire 500 ETF (PTL) stake by 0.74% in Q2 2026, selling an estimated $13.8K and leaving 6,703 shares worth $1.92M. The position accounts for 0.97% of the portfolio, ranked #23.

Optivise Advisory Services first reported a position in PTL in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Optivise Advisory Services held 6,703 shares of Inspire 500 ETF worth $1.92M as of Q2 2026.
  • Optivise Advisory Services sold 50 Inspire 500 ETF shares in Q2 2026, an estimated $13.8K.
  • Inspire 500 ETF made up 0.97% of Optivise Advisory Services's portfolio in Q2 2026, its #23 holding.
  • Optivise Advisory Services first reported a position in Inspire 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.