Stifel Financial’s Inspire 500 ETF PTL Stock Holding History

Stifel Financial’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	$15.1M	Buy	52,732 +1,370	+3%	+$379K	0.01%	805
2026 Q1	$12.9M	Sell	51,362 -3,299	-6%	-$848K	0.01%	838
2025 Q4	$13.6M	Buy	54,661 +8,143	+18%	+$2.03M	0.01%	810
2025 Q3	$11.6M	Buy	+46,518	New	+$11.2M	0.01%	877

Other funds holding PTL

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 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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Stifel Financial's PTL Position: Q2 2026 in Review

Stifel Financial increased its Inspire 500 ETF (PTL) stake by 2.7% in Q2 2026, buying an estimated $379K and bringing the position to 52,732 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #805.

Stifel Financial first reported a position in PTL in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Stifel Financial held 52,732 shares of Inspire 500 ETF worth $15.1M as of Q2 2026.
Stifel Financial bought 1,370 Inspire 500 ETF shares in Q2 2026, an estimated $379K.
Inspire 500 ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #805 holding.
Stifel Financial first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.