United Capital Financial Advisors’s Inspire 500 ETF PTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.08M	Buy	22,134 +10,174	+85%	+$2.33M	0.04%	277
2025 Q1	$2.46M	Buy	11,960 +5,073	+74%	+$1.04M	0.02%	382
2024 Q4	$1.47M	Buy	+6,887	New	+$1.47M	0.01%	478