SFSG
PTL icon

Sound Financial Strategies Group’s Inspire 500 ETF PTL Stock Holding History

Sound Financial Strategies Group’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 		$3.57M Buy
14,242
+2,465
+21% +$633K 2.44% 10
2025
Q4 		$2.92M Buy
11,777
+3
+0% +$750 2.06% 11
2025
Q3 		$2.93M Sell
11,774
-918
-7% -$220K 2.14% 7
2025
Q2 		$2.91M Sell
12,692
-737
-5% -$157K 2.46% 6
2025
Q1 		$2.76M Buy
+13,429
New +$2.91M 2.46% 7

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

Sound Financial Strategies Group's PTL Position: Q1 2026 in Review

Sound Financial Strategies Group increased its Inspire 500 ETF (PTL) stake by 21% in Q1 2026, buying an estimated $633K and bringing the position to 14,242 shares worth $3.57M. The position accounts for 2.44% of the portfolio, ranked #10.

Sound Financial Strategies Group first reported a position in PTL in Q1 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • Sound Financial Strategies Group held 14,242 shares of Inspire 500 ETF worth $3.57M as of Q1 2026.
  • Sound Financial Strategies Group bought 2,465 Inspire 500 ETF shares in Q1 2026, an estimated $633K.
  • Inspire 500 ETF made up 2.44% of Sound Financial Strategies Group's portfolio in Q1 2026, its #10 holding.
  • Sound Financial Strategies Group first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.