VA
PTL icon

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
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

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