Valmark Advisers’s Inspire 500 ETF PTL Stock Holding History

Valmark Advisers’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	$2.93M	Buy	10,234 +120	+1%	+$33.2K	0.03%	212
2026 Q1	$2.53M	Buy	10,114 +254	+3%	+$65.3K	0.03%	218
2025 Q4	$2.45M	Sell	9,860 -148	-1%	-$37K	0.03%	213
2025 Q3	$2.49M	Buy	10,008 +526	+6%	+$126K	0.03%	200
2025 Q2	$2.17M	Sell	9,482 -959	-9%	-$204K	0.03%	210
2025 Q1	$2.15M	Buy	10,441 +1,943	+23%	+$421K	0.03%	201
2024 Q4	$1.81M	Buy	8,498 +3,697	+77%	+$806K	0.03%	223
2024 Q3	$1.03M	Sell	4,801 -863	-15%	-$176K	0.02%	300
2024 Q2	$1.13M	Buy	+5,664	New	+$1.12M	0.02%	260

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

Valmark Advisers's PTL Position: Q2 2026 in Review

Valmark Advisers increased its Inspire 500 ETF (PTL) stake by 1.2% in Q2 2026, buying an estimated $33.2K and bringing the position to 10,234 shares worth $2.93M. The position accounts for 0.03% of the portfolio, ranked #212.

Valmark Advisers first reported a position in PTL in Q2 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Valmark Advisers held 10,234 shares of Inspire 500 ETF worth $2.93M as of Q2 2026.
Valmark Advisers bought 120 Inspire 500 ETF shares in Q2 2026, an estimated $33.2K.
Inspire 500 ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #212 holding.
Valmark Advisers first reported a position in Inspire 500 ETF in Q2 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.