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Strategic Blueprint’s Inspire 500 ETF PTL Stock Holding History

Strategic Blueprint’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 		$374K Buy
1,307
+107
+9% +$29.6K 0.02% 526
2026
Q1 		$301K Sell
1,200
-16
-1% -$4.11K 0.02% 528
2025
Q4 		$302K Buy
1,216
+392
+48% +$98K 0.02% 526
2025
Q3 		$205K Buy
+824
New +$198K 0.01% 701

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
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
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Strategic Blueprint's PTL Position: Q2 2026 in Review

Strategic Blueprint increased its Inspire 500 ETF (PTL) stake by 8.9% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,307 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #526.

Strategic Blueprint first reported a position in PTL in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Strategic Blueprint held 1,307 shares of Inspire 500 ETF worth $374K as of Q2 2026.
  • Strategic Blueprint bought 107 Inspire 500 ETF shares in Q2 2026, an estimated $29.6K.
  • Inspire 500 ETF made up 0.02% of Strategic Blueprint's portfolio in Q2 2026, its #526 holding.
  • Strategic Blueprint first reported a position in Inspire 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.