SW
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Simplicity Wealth’s Inspire 500 ETF PTL Stock Holding History

Simplicity Wealth’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 		$1.77M Buy
6,193
+5,370
+652% +$1.49M 0.06% 307
2026
Q1 		$206K Buy
+823
New +$211K 0.01% 716
2025
Q2 		– Sell
-1,021
Closed -$210K – 679
2025
Q1 		$210K Buy
+1,021
New +$221K 0.02% 518
2024
Q4 		– Sell
-1,053
Closed -$225K – 528
2024
Q3 		$225K Buy
+1,053
New +$215K 0.02% 453

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

Simplicity Wealth's PTL Position: Q2 2026 in Review

Simplicity Wealth increased its Inspire 500 ETF (PTL) stake by 652% in Q2 2026, buying an estimated $1.49M and bringing the position to 6,193 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #307.

Simplicity Wealth first reported a position in PTL in Q3 2024 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Simplicity Wealth held 6,193 shares of Inspire 500 ETF worth $1.77M as of Q2 2026.
  • Simplicity Wealth bought 5,370 Inspire 500 ETF shares in Q2 2026, an estimated $1.49M.
  • Inspire 500 ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #307 holding.
  • Simplicity Wealth first reported a position in Inspire 500 ETF in Q3 2024 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.