Pinnacle Wealth Planning Services
PTL icon

Pinnacle Wealth Planning Services’s Inspire 500 ETF PTL Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$8.44K Hold
31
– – ﹤0.01% 2149
2026
Q2 		$8.87K Hold
31
– – ﹤0.01% 2116
2026
Q1 		$7.77K Hold
31
– – ﹤0.01% 2106
2025
Q4 		$7.69K Buy
+31
New +$7.75K ﹤0.01% 2119

Other funds holding PTL

Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Investment Research Partners
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's PTL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Inspire 500 ETF (PTL) position steady in Q3 2026 at 31 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Pinnacle Wealth Planning Services first reported a position in PTL in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.87K in Q2 2026. 44 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 31 shares of Inspire 500 ETF worth $8.44K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Inspire 500 ETF share count unchanged in Q3 2026.
  • Inspire 500 ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2149 holding.
  • Pinnacle Wealth Planning Services first reported a position in Inspire 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Inspire 500 ETF position peaked at $8.87K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.