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Sowell Financial Services’s Inspire 500 ETF PTL Stock Holding History

Sowell Financial Services’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 		$948K Sell
3,313
-832
-20% -$230K 0.03% 477
2026
Q1 		$1.04M Sell
4,145
-3,114
-43% -$800K 0.04% 424
2025
Q4 		$1.8M Sell
7,259
-1,228
-14% -$307K 0.07% 308
2025
Q3 		$2.12M Sell
8,487
-1,248
-13% -$300K 0.08% 259
2025
Q2 		$2.23M Buy
+9,735
New +$2.07M 0.09% 232

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

Sowell Financial Services's PTL Position: Q2 2026 in Review

Sowell Financial Services reduced its Inspire 500 ETF (PTL) stake by 20% in Q2 2026, selling an estimated $230K and leaving 3,313 shares worth $948K. The position accounts for 0.03% of the portfolio, ranked #477.

Sowell Financial Services first reported a position in PTL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.23M in Q2 2025. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Sowell Financial Services held 3,313 shares of Inspire 500 ETF worth $948K as of Q2 2026.
  • Sowell Financial Services sold 832 Inspire 500 ETF shares in Q2 2026, an estimated $230K.
  • Inspire 500 ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #477 holding.
  • Sowell Financial Services first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • Sowell Financial Services's Inspire 500 ETF position peaked at $2.23M in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.