PAW
PTL icon

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
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

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return