Optivise Advisory Services’s Inspire 500 ETF PTL Stock Holding History
Bought
Maintained
Sold
Other funds holding PTL
Optivise Advisory Services's PTL Position: Q3 2026 in Review
Optivise Advisory Services increased its Inspire 500 ETF (PTL) stake by 19% in Q3 2026, buying an estimated $366K and bringing the position to 8,007 shares worth $2.18M. The position accounts for 1.07% of the portfolio, ranked #20.
Optivise Advisory Services first reported a position in PTL in Q4 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold PTL as of Q3 2026.
- Optivise Advisory Services held 8,007 shares of Inspire 500 ETF worth $2.18M as of Q3 2026.
- Optivise Advisory Services bought 1,304 Inspire 500 ETF shares in Q3 2026, an estimated $366K.
- Inspire 500 ETF made up 1.07% of Optivise Advisory Services's portfolio in Q3 2026, its #20 holding.
- Optivise Advisory Services first reported a position in Inspire 500 ETF in Q4 2025 and has held it in 4 quarters since.
- 77 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.