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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
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

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

Simplicity Wealth's PTL Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Inspire 500 ETF (PTL) in Q1 2026: 823 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in PTL as recently as Q1 2025.

Simplicity Wealth first reported a position in PTL in Q3 2024 and has held it in 3 quarters since. The position peaked at $225K in Q3 2024. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Simplicity Wealth held 823 shares of Inspire 500 ETF worth $206K as of Q1 2026.
  • Inspire 500 ETF was a new Simplicity Wealth position in Q1 2026.
  • Inspire 500 ETF made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #716 holding.
  • Simplicity Wealth first reported a position in Inspire 500 ETF in Q3 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Inspire 500 ETF position peaked at $225K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.