Plan Group Financial
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
Q3 		$866K Sell
3,200
-300
-9% -$84.3K 0.17% 95
2026
Q2 		$1M Buy
3,500
+550
+19% +$152K 0.21% 91
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

Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Investment Research Partners
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Plan Group Financial's PTL Position: Q3 2026 in Review

Plan Group Financial reduced its Inspire 500 ETF (PTL) stake by 8.6% in Q3 2026, selling an estimated $84.3K and leaving 3,200 shares worth $866K. The position accounts for 0.17% of the portfolio, ranked #95.

Plan Group Financial first reported a position in PTL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1M in Q2 2026. 41 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • Plan Group Financial held 3,200 shares of Inspire 500 ETF worth $866K as of Q3 2026.
  • Plan Group Financial sold 300 Inspire 500 ETF shares in Q3 2026, an estimated $84.3K.
  • Inspire 500 ETF made up 0.17% of Plan Group Financial's portfolio in Q3 2026, its #95 holding.
  • Plan Group Financial first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Inspire 500 ETF position peaked at $1M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.