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 Q2	$4.14M	Buy	14,456 +214	+2%	+$59.2K	2.63%	9
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

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 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 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

Sound Financial Strategies Group's PTL Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Inspire 500 ETF (PTL) stake by 1.5% in Q2 2026, buying an estimated $59.2K and bringing the position to 14,456 shares worth $4.14M. The position accounts for 2.63% of the portfolio, ranked #9.

Sound Financial Strategies Group first reported a position in PTL in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Sound Financial Strategies Group held 14,456 shares of Inspire 500 ETF worth $4.14M as of Q2 2026.
Sound Financial Strategies Group bought 214 Inspire 500 ETF shares in Q2 2026, an estimated $59.2K.
Inspire 500 ETF made up 2.63% of Sound Financial Strategies Group's portfolio in Q2 2026, its #9 holding.
Sound Financial Strategies Group first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.