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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.91M Sell
12,692
-737
-5% -$169K 2.46% 6
2025
Q1
$2.76M Buy
+13,429
New +$2.76M 2.46% 7