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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
Q2 		$7.95M Buy
+27,785
New +$7.69M 0.15% 32

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

Orgel Wealth Management's PTL Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in Inspire 500 ETF (PTL) in Q2 2026: 27,785 shares worth $7.95M. The stake represents 0.15% of the portfolio and ranks #32 among its holdings.

122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Orgel Wealth Management held 27,785 shares of Inspire 500 ETF worth $7.95M as of Q2 2026.
  • Inspire 500 ETF was a new Orgel Wealth Management position in Q2 2026.
  • Inspire 500 ETF made up 0.15% of Orgel Wealth Management's portfolio in Q2 2026, its #32 holding.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.