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SageOak Financial’s Inspire 500 ETF PTL Stock Holding History

SageOak Financial’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Sell
5,809
-3,006
-34% -$689K 1.07% 13
2025
Q1 		$1.81M Buy
8,815
+2,803
+47% +$576K 1.61% 9
2024
Q4 		$1.28M Buy
+6,012
New +$1.28M 1.17% 15