PGF
PTL icon

Plan Group Financial’s Inspire 500 ETF PTL Stock Holding History

Plan Group Financial’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 		$739K Buy
2,950
+300
+11% +$77.1K 0.17% 108
2025
Q4 		$658K Buy
2,650
+1,050
+66% +$262K 0.17% 106
2025
Q3 		$399K Buy
+1,600
New +$384K 0.11% 126

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
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 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 $377B 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

Plan Group Financial's PTL Position: Q1 2026 in Review

Plan Group Financial increased its Inspire 500 ETF (PTL) stake by 11% in Q1 2026, buying an estimated $77.1K and bringing the position to 2,950 shares worth $739K. The position accounts for 0.17% of the portfolio, ranked #108.

Plan Group Financial first reported a position in PTL in Q3 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Plan Group Financial held 2,950 shares of Inspire 500 ETF worth $739K as of Q1 2026.
  • Plan Group Financial bought 300 Inspire 500 ETF shares in Q1 2026, an estimated $77.1K.
  • Inspire 500 ETF made up 0.17% of Plan Group Financial's portfolio in Q1 2026, its #108 holding.
  • Plan Group Financial first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.