Revisor Wealth Management
PTL icon

Revisor Wealth Management’s Inspire 500 ETF PTL Stock Holding History

Revisor Wealth Management’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 		$222K Sell
825
-4,475
-84% -$1.26M 0.05% 334
2026
Q2 		$1.52M Buy
5,300
+2,674
+102% +$740K 0.37% 64
2026
Q1 		$660K Buy
2,626
+1,843
+235% +$474K 0.18% 133
2025
Q4 		$202K Buy
+783
New +$196K 0.05% 313

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
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 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

Revisor Wealth Management's PTL Position: Q3 2026 in Review

Revisor Wealth Management reduced its Inspire 500 ETF (PTL) stake by 84% in Q3 2026, selling an estimated $1.26M and leaving 825 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #334.

Revisor Wealth Management first reported a position in PTL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q2 2026. 47 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • Revisor Wealth Management held 825 shares of Inspire 500 ETF worth $222K as of Q3 2026.
  • Revisor Wealth Management sold 4,475 Inspire 500 ETF shares in Q3 2026, an estimated $1.26M.
  • Inspire 500 ETF made up 0.05% of Revisor Wealth Management's portfolio in Q3 2026, its #334 holding.
  • Revisor Wealth Management first reported a position in Inspire 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • Revisor Wealth Management's Inspire 500 ETF position peaked at $1.52M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.