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 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

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 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 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

Pioneer Wealth Management Group's PTL Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its Inspire 500 ETF (PTL) stake by 5.5% in Q2 2026, buying an estimated $81.1K and bringing the position to 5,625 shares worth $1.61M. The position accounts for 0.39% of the portfolio, ranked #28.

Pioneer Wealth Management Group first reported a position in PTL in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Pioneer Wealth Management Group held 5,625 shares of Inspire 500 ETF worth $1.61M as of Q2 2026.
Pioneer Wealth Management Group bought 293 Inspire 500 ETF shares in Q2 2026, an estimated $81.1K.
Inspire 500 ETF made up 0.39% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #28 holding.
Pioneer Wealth Management Group first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.