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 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

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

Whitaker-Myers Wealth Managers's PTL Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Inspire 500 ETF (PTL) stake by 7.6% in Q2 2026, buying an estimated $45.4K and bringing the position to 2,315 shares worth $662K. The position accounts for 0.11% of the portfolio, ranked #79.

Whitaker-Myers Wealth Managers first reported a position in PTL in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

Whitaker-Myers Wealth Managers held 2,315 shares of Inspire 500 ETF worth $662K as of Q2 2026.
Whitaker-Myers Wealth Managers bought 164 Inspire 500 ETF shares in Q2 2026, an estimated $45.4K.
Inspire 500 ETF made up 0.11% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #79 holding.
Whitaker-Myers Wealth Managers first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.