Pioneer Wealth Management Group’s Inspire 500 ETF PTL Stock Holding History

Pioneer Wealth Management Group’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	$1.57M	Buy	5,784 +159	+3%	+$44.7K	0.37%	27
2026 Q2	$1.61M	Buy	5,625 +293	+5%	+$81.1K	0.39%	28
2026 Q1	$1.34M	Buy	5,332 +872	+20%	+$224K	0.37%	26
2025 Q4	$1.11M	Sell	4,460 -18	-0.4%	-$4.5K	0.34%	28
2025 Q3	$1.12M	Buy	4,478 +967	+28%	+$232K	0.36%	27
2025 Q2	$805K	Buy	3,511 +1,683	+92%	+$358K	0.3%	28
2025 Q1	$376K	Buy	+1,828	New	+$396K	0.16%	30

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

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

Pioneer Wealth Management Group's PTL Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its Inspire 500 ETF (PTL) stake by 2.8% in Q3 2026, buying an estimated $44.7K and bringing the position to 5,784 shares worth $1.57M. The position accounts for 0.37% of the portfolio, ranked #27.

Pioneer Wealth Management Group first reported a position in PTL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.61M in Q2 2026. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

Pioneer Wealth Management Group held 5,784 shares of Inspire 500 ETF worth $1.57M as of Q3 2026.
Pioneer Wealth Management Group bought 159 Inspire 500 ETF shares in Q3 2026, an estimated $44.7K.
Inspire 500 ETF made up 0.37% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #27 holding.
Pioneer Wealth Management Group first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 7 quarters since.
Pioneer Wealth Management Group's Inspire 500 ETF position peaked at $1.61M in Q2 2026.
15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.