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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
Q2 		– Sell
-370
Closed -$92.7K – 3293
2026
Q1 		$92.7K Buy
+370
New +$95.1K ﹤0.01% 593

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

Root Financial Partners's PTL Position: Q2 2026 in Review

Root Financial Partners sold out of Inspire 500 ETF (PTL) in Q2 2026, closing a stake of 370 shares — an estimated $92.7K sold.

Root Financial Partners first reported a position in PTL in Q1 2026 and held it in 1 quarter. The position peaked at $92.7K in Q1 2026. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Root Financial Partners reported no remaining Inspire 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 370 Inspire 500 ETF shares in Q2 2026, an estimated $92.7K.
  • Root Financial Partners first reported a position in Inspire 500 ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Inspire 500 ETF position peaked at $92.7K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.