Whitaker-Myers Wealth Managers’s Inspire 500 ETF PTL Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	$705K	Buy	2,590 +275	+12%	+$77.3K	0.11%	76
2026 Q2	$662K	Buy	2,315 +164	+8%	+$45.4K	0.11%	79
2026 Q1	$539K	Buy	2,151 +321	+18%	+$82.5K	0.11%	81
2025 Q4	$454K	Buy	1,830 +7	+0.4%	+$1.75K	0.09%	89
2025 Q3	$454K	Buy	1,823 +148	+9%	+$35.5K	0.1%	90
2025 Q2	$384K	Buy	1,675 +41	+3%	+$8.72K	0.1%	87
2025 Q1	$336K	Buy	+1,634	New	+$354K	0.09%	88

Other funds holding PTL

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Whitaker-Myers Wealth Managers's PTL Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Inspire 500 ETF (PTL) stake by 12% in Q3 2026, buying an estimated $77.3K and bringing the position to 2,590 shares worth $705K. The position accounts for 0.11% of the portfolio, ranked #76.

Whitaker-Myers Wealth Managers first reported a position in PTL in Q1 2025 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

Whitaker-Myers Wealth Managers held 2,590 shares of Inspire 500 ETF worth $705K as of Q3 2026.
Whitaker-Myers Wealth Managers bought 275 Inspire 500 ETF shares in Q3 2026, an estimated $77.3K.
Inspire 500 ETF made up 0.11% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #76 holding.
Whitaker-Myers Wealth Managers first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.