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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

PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 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. 40 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.
  • 40 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.