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 Q2	$12.9M	Buy	45,067 +5,363	+14%	+$1.48M	0.07%	216
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

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 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 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

United Capital Financial Advisors's PTL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Inspire 500 ETF (PTL) stake by 14% in Q2 2026, buying an estimated $1.48M and bringing the position to 45,067 shares worth $12.9M. The position accounts for 0.07% of the portfolio, ranked #216.

United Capital Financial Advisors first reported a position in PTL in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

United Capital Financial Advisors held 45,067 shares of Inspire 500 ETF worth $12.9M as of Q2 2026.
United Capital Financial Advisors bought 5,363 Inspire 500 ETF shares in Q2 2026, an estimated $1.48M.
Inspire 500 ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #216 holding.
United Capital Financial Advisors first reported a position in Inspire 500 ETF in Q4 2024 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.