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Tandem Investment Partners’s Inspire 500 ETF PTL Stock Holding History

Tandem Investment Partners’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 		$491K Buy
1,715
+295
+21% +$81.6K 0.38% 48
2026
Q1 		$356K Buy
1,420
+195
+16% +$50.1K 0.3% 61
2025
Q4 		$304K Buy
1,225
+45
+4% +$11.2K 0.26% 61
2025
Q3 		$294K Hold
1,180
– – 0.24% 63
2025
Q2 		$271K Buy
+1,180
New +$251K 0.24% 63

Other funds holding PTL

IA
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Tandem Investment Partners's PTL Position: Q2 2026 in Review

Tandem Investment Partners increased its Inspire 500 ETF (PTL) stake by 21% in Q2 2026, buying an estimated $81.6K and bringing the position to 1,715 shares worth $491K. The position accounts for 0.38% of the portfolio, ranked #48.

Tandem Investment Partners first reported a position in PTL in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

  • Tandem Investment Partners held 1,715 shares of Inspire 500 ETF worth $491K as of Q2 2026.
  • Tandem Investment Partners bought 295 Inspire 500 ETF shares in Q2 2026, an estimated $81.6K.
  • Inspire 500 ETF made up 0.38% of Tandem Investment Partners's portfolio in Q2 2026, its #48 holding.
  • Tandem Investment Partners first reported a position in Inspire 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.