Stewardship Advisors
PTL icon

Stewardship Advisors’s Inspire 500 ETF PTL Stock Holding History

Stewardship Advisors’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
Q3 		$346K Buy
1,271
+86
+7% +$24.2K 0.07% 125
2026
Q2 		$339K Buy
+1,185
New +$328K 0.07% 127

Other funds holding PTL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Strategic Equity Management
Strategic Equity Management Tucson, Arizona $116M AUM 17.63% 1-Year Est. Return
Investment Research Partners
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Stewardship Advisors's PTL Position: Q3 2026 in Review

Stewardship Advisors increased its Inspire 500 ETF (PTL) stake by 7.3% in Q3 2026, buying an estimated $24.2K and bringing the position to 1,271 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #125.

Stewardship Advisors first reported a position in PTL in Q2 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

  • Stewardship Advisors held 1,271 shares of Inspire 500 ETF worth $346K as of Q3 2026.
  • Stewardship Advisors bought 86 Inspire 500 ETF shares in Q3 2026, an estimated $24.2K.
  • Inspire 500 ETF made up 0.07% of Stewardship Advisors's portfolio in Q3 2026, its #125 holding.
  • Stewardship Advisors first reported a position in Inspire 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.