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World Investment Advisors’s Inspire 500 ETF PTL Stock Holding History

World Investment 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 		$846K Hold
3,378
– – 0.01% 764
2026
Q1 		$846K Buy
3,378
+88
+3% +$22.6K 0.01% 772
2025
Q4 		$817K Buy
3,290
+244
+8% +$61K 0.01% 753
2025
Q3 		$759K Buy
3,046
+155
+5% +$37.2K 0.02% 648
2025
Q2 		$663K Buy
2,891
+135
+5% +$28.7K 0.02% 641
2025
Q1 		$566K Buy
2,756
+485
+21% +$105K 0.01% 658
2024
Q4 		$484K Buy
+2,271
New +$495K 0.01% 674

Other funds holding PTL

IA
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
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
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

World Investment Advisors's PTL Position: Q2 2026 in Review

World Investment Advisors held its Inspire 500 ETF (PTL) position steady in Q2 2026 at 3,378 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #764.

World Investment 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.

  • World Investment Advisors held 3,378 shares of Inspire 500 ETF worth $846K as of Q2 2026.
  • World Investment Advisors left its Inspire 500 ETF share count unchanged in Q2 2026.
  • Inspire 500 ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #764 holding.
  • World Investment 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.