Plan A Wealth’s Inspire 500 ETF PTL Stock Holding History

Plan A Wealth’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	$45.5M	Buy	159,100 +7,126	+5%	+$1.97M	19.36%	1
2026 Q1	$38.1M	Buy	151,974 +10,084	+7%	+$2.59M	18.24%	1
2025 Q4	$35.2M	Buy	141,890 +5,936	+4%	+$1.48M	17.23%	1
2025 Q3	$33.9M	Buy	135,954 +26,463	+24%	+$6.35M	17.24%	1
2025 Q2	$25.1M	Buy	109,491 +67,549	+161%	+$14.4M	14.23%	1
2025 Q1	$8.62M	Buy	+41,942	New	+$9.08M	6.68%	2

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Plan A Wealth's PTL Position: Q2 2026 in Review

Plan A Wealth increased its Inspire 500 ETF (PTL) stake by 4.7% in Q2 2026, buying an estimated $1.97M and bringing the position to 159,100 shares worth $45.5M. The position accounts for 19.36% of the portfolio, ranked #1.

Plan A Wealth 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.

Plan A Wealth held 159,100 shares of Inspire 500 ETF worth $45.5M as of Q2 2026.
Plan A Wealth bought 7,126 Inspire 500 ETF shares in Q2 2026, an estimated $1.97M.
Inspire 500 ETF made up 19.36% of Plan A Wealth's portfolio in Q2 2026, its #1 holding.
Plan A Wealth 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 Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.