Pettinga Financial Advisors’s Inspire 500 ETF PTL Stock Holding History

Pettinga Financial Advisors’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	$3.99M	Sell	14,664 -353	-2%	-$99.2K	0.66%	33
2026 Q2	$4.3M	Buy	15,017 +1,029	+7%	+$285K	0.69%	31
2026 Q1	$3.5M	Buy	13,988 +665	+5%	+$171K	0.66%	37
2025 Q4	$3.31M	Buy	13,323 +217	+2%	+$54.2K	0.63%	38
2025 Q3	$3.27M	Buy	13,106 +5,147	+65%	+$1.24M	0.64%	36
2025 Q2	$1.82M	Buy	+7,959	New	+$1.69M	0.4%	44

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Pettinga Financial Advisors's PTL Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its Inspire 500 ETF (PTL) stake by 2.4% in Q3 2026, selling an estimated $99.2K and leaving 14,664 shares worth $3.99M. The position accounts for 0.66% of the portfolio, ranked #33.

Pettinga Financial Advisors first reported a position in PTL in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.3M in Q2 2026. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

Pettinga Financial Advisors held 14,664 shares of Inspire 500 ETF worth $3.99M as of Q3 2026.
Pettinga Financial Advisors sold 353 Inspire 500 ETF shares in Q3 2026, an estimated $99.2K.
Inspire 500 ETF made up 0.66% of Pettinga Financial Advisors's portfolio in Q3 2026, its #33 holding.
Pettinga Financial Advisors first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 6 quarters since.
Pettinga Financial Advisors's Inspire 500 ETF position peaked at $4.3M in Q2 2026.
15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.