UBS Group
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UBS Group’s Inspire 500 ETF PTL Stock Holding History

UBS Group’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
Q1 		– Sell
-31
Closed -$7.69K – 11309
2025
Q4 		$7.69K Buy
+31
New +$7.75K ﹤0.01% 8425
2025
Q2 		– Sell
-23
Closed -$4.73K – 10951
2025
Q1 		$4.73K Buy
+23
New +$4.98K ﹤0.01% 9070

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 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
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UBS Group's PTL Position: Q1 2026 in Review

UBS Group sold out of Inspire 500 ETF (PTL) in Q1 2026, closing a stake of 31 shares — an estimated $7.69K sold.

UBS Group first reported a position in PTL in Q1 2025 and held it in 2 quarters. The position peaked at $7.69K in Q4 2025. 104 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • UBS Group reported no remaining Inspire 500 ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 31 Inspire 500 ETF shares in Q1 2026, an estimated $7.69K.
  • UBS Group first reported a position in Inspire 500 ETF in Q1 2025 and held it in 2 quarters.
  • UBS Group's Inspire 500 ETF position peaked at $7.69K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.