RWM
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RMG Wealth Management’s Inspire 500 ETF PTL Stock Holding History

RMG 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
Q2 		– Sell
-3,283
Closed -$920K – 741
2026
Q1 		$920K Buy
+3,283
New +$844K 0.11% 23
2025
Q4 		– Sell
-2,827
Closed -$701K – 508
2025
Q3 		$701K Buy
+2,827
New +$679K 0.1% 22

Other funds holding PTL

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

RMG Wealth Management's PTL Position: Q2 2026 in Review

RMG Wealth Management sold out of Inspire 500 ETF (PTL) in Q2 2026, closing a stake of 3,283 shares — an estimated $920K sold.

RMG Wealth Management first reported a position in PTL in Q3 2025 and held it in 2 quarters. The position peaked at $920K in Q1 2026. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • RMG Wealth Management reported no remaining Inspire 500 ETF position as of Q2 2026 after selling out during the quarter.
  • RMG Wealth Management sold 3,283 Inspire 500 ETF shares in Q2 2026, an estimated $920K.
  • RMG Wealth Management first reported a position in Inspire 500 ETF in Q3 2025 and held it in 2 quarters.
  • RMG Wealth Management's Inspire 500 ETF position peaked at $920K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.