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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
Q1 		$92.7K Buy
+370
New +$95.1K ﹤0.01% 593

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Root Financial Partners's PTL Position: Q1 2026 in Review

Root Financial Partners opened a new position in Inspire 500 ETF (PTL) in Q1 2026: 370 shares worth $92.7K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings.

102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Root Financial Partners held 370 shares of Inspire 500 ETF worth $92.7K as of Q1 2026.
  • Inspire 500 ETF was a new Root Financial Partners position in Q1 2026.
  • Inspire 500 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #593 holding.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.