UCFA
PTL icon

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

United Capital Financial Advisors’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 		$9.95M Buy
39,704
+3,867
+11% +$994K 0.06% 238
2025
Q4 		$8.89M Buy
35,837
+8,731
+32% +$2.18M 0.05% 264
2025
Q3 		$6.76M Buy
27,106
+4,972
+22% +$1.19M 0.05% 256
2025
Q2 		$5.08M Buy
22,134
+10,174
+85% +$2.16M 0.04% 278
2025
Q1 		$2.46M Buy
11,960
+5,073
+74% +$1.1M 0.02% 384
2024
Q4 		$1.47M Buy
+6,887
New +$1.5M 0.01% 481

Other funds holding PTL

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

United Capital Financial Advisors's PTL Position: Q1 2026 in Review

United Capital Financial Advisors increased its Inspire 500 ETF (PTL) stake by 11% in Q1 2026, buying an estimated $994K and bringing the position to 39,704 shares worth $9.95M. The position accounts for 0.06% of the portfolio, ranked #238.

United Capital Financial Advisors first reported a position in PTL in Q4 2024 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold PTL as of Q1 2026.

  • United Capital Financial Advisors held 39,704 shares of Inspire 500 ETF worth $9.95M as of Q1 2026.
  • United Capital Financial Advisors bought 3,867 Inspire 500 ETF shares in Q1 2026, an estimated $994K.
  • Inspire 500 ETF made up 0.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #238 holding.
  • United Capital Financial Advisors first reported a position in Inspire 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.