Root Financial Partners
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Root Financial Partners’s Inspire 500 ETF PTL Stock Holding History

Root Financial Partners’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 		$94.7K Buy
+348
New +$97.8K ﹤0.01% 758
2026
Q2 		– Sell
-370
Closed -$92.7K – 3293
2026
Q1 		$92.7K Buy
+370
New +$95.1K ﹤0.01% 593

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Geneos Wealth Management
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Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Root Financial Partners's PTL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Inspire 500 ETF (PTL) in Q3 2026: 348 shares worth $94.7K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PTL as recently as Q1 2026.

Root Financial Partners first reported a position in PTL in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • Root Financial Partners held 348 shares of Inspire 500 ETF worth $94.7K as of Q3 2026.
  • Inspire 500 ETF was a new Root Financial Partners position in Q3 2026.
  • Inspire 500 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #758 holding.
  • Root Financial Partners first reported a position in Inspire 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.