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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
MI
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
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 34.97% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 58 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.
  • 58 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.