Sterling Investment Advisors (Pennsylvania)’s Inspire 500 ETF PTL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$772K	Sell	2,700 -375	-12%	-$104K	0.13%	118
2026 Q1	$770K	Hold	3,075	–	–	0.14%	112
2025 Q4	$763K	Hold	3,075	–	–	0.14%	113
2025 Q3	$766K	Hold	3,075	–	–	0.15%	109
2025 Q2	$705K	Buy	3,075 +625	+26%	+$133K	0.15%	113
2025 Q1	$503K	Buy	+2,450	New	+$531K	0.12%	121

Other funds holding PTL

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

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PTL Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Inspire 500 ETF (PTL) stake by 12% in Q2 2026, selling an estimated $104K and leaving 2,700 shares worth $772K. The position accounts for 0.13% of the portfolio, ranked #118.

Sterling Investment Advisors (Pennsylvania) first reported a position in PTL in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 2,700 shares of Inspire 500 ETF worth $772K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) sold 375 Inspire 500 ETF shares in Q2 2026, an estimated $104K.
Inspire 500 ETF made up 0.13% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #118 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 6 quarters since.
52 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.