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 Q3	$45.6M	Buy	167,462 +8,362	+5%	+$2.35M	16.27%	1
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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

OWM

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

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

FFA

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

Plan A Wealth's PTL Position: Q3 2026 in Review

Plan A Wealth increased its Inspire 500 ETF (PTL) stake by 5.3% in Q3 2026, buying an estimated $2.35M and bringing the position to 167,462 shares worth $45.6M. The position accounts for 16.27% of the portfolio, ranked #1.

Plan A Wealth first reported a position in PTL in Q1 2025 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

Plan A Wealth held 167,462 shares of Inspire 500 ETF worth $45.6M as of Q3 2026.
Plan A Wealth bought 8,362 Inspire 500 ETF shares in Q3 2026, an estimated $2.35M.
Inspire 500 ETF made up 16.27% of Plan A Wealth's portfolio in Q3 2026, its #1 holding.
Plan A Wealth first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.