Rockefeller Capital Management
PTL icon

Rockefeller Capital Management’s Inspire 500 ETF PTL Stock Holding History

Rockefeller Capital 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
2025
Q4 		– Sell
-9
Closed -$2.24K – 4867
2025
Q3 		$2.24K Buy
+9
New +$2.16K ﹤0.01% 4066

Other funds holding PTL

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 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
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

Rockefeller Capital Management's PTL Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Inspire 500 ETF (PTL) in Q4 2025, closing a stake of 9 shares — an estimated $2.24K sold.

Rockefeller Capital Management first reported a position in PTL in Q3 2025 and held it in 1 quarter. The position peaked at $2.24K in Q3 2025. 92 funds tracked by Wall St. Rank hold PTL as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Inspire 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 9 Inspire 500 ETF shares in Q4 2025, an estimated $2.24K.
  • Rockefeller Capital Management first reported a position in Inspire 500 ETF in Q3 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Inspire 500 ETF position peaked at $2.24K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.