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Orgel Wealth Management’s Inspire 500 ETF PTL Stock Holding History

Orgel 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
Q3 		$7.4M Sell
27,205
-580
-2% -$163K 0.14% 34
2026
Q2 		$7.95M Buy
+27,785
New +$7.69M 0.15% 32

Other funds holding PTL

PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Orgel Wealth Management's PTL Position: Q3 2026 in Review

Orgel Wealth Management reduced its Inspire 500 ETF (PTL) stake by 2.1% in Q3 2026, selling an estimated $163K and leaving 27,205 shares worth $7.4M. The position accounts for 0.14% of the portfolio, ranked #34.

Orgel Wealth Management first reported a position in PTL in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.95M in Q2 2026. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • Orgel Wealth Management held 27,205 shares of Inspire 500 ETF worth $7.4M as of Q3 2026.
  • Orgel Wealth Management sold 580 Inspire 500 ETF shares in Q3 2026, an estimated $163K.
  • Inspire 500 ETF made up 0.14% of Orgel Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Orgel Wealth Management first reported a position in Inspire 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • Orgel Wealth Management's Inspire 500 ETF position peaked at $7.95M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.