XY Planning Network’s Inspire 500 ETF PTL Stock Holding History

XY Planning Network’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	–	Sell	-12,652	Closed	-$3.18M	–	356
2026 Q1	$3.18M	Buy	12,652 +1,521	+14%	+$391K	0.51%	48
2025 Q4	$2.76M	Buy	11,131 +576	+5%	+$144K	0.48%	49
2025 Q3	$2.42M	Hold	10,555	–	–	0.82%	36
2025 Q2	$2.42M	Buy	10,555 +539	+5%	+$115K	0.82%	36
2025 Q1	$2.06M	Buy	+10,016	New	+$2.17M	1.37%	20

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

XY Planning Network's PTL Position: Q2 2026 in Review

XY Planning Network sold out of Inspire 500 ETF (PTL) in Q2 2026, closing a stake of 12,652 shares — an estimated $3.18M sold.

XY Planning Network first reported a position in PTL in Q1 2025 and held it in 5 quarters. The position peaked at $3.18M in Q1 2026. 122 funds tracked by Wall St. Rank hold PTL as of Q2 2026.

XY Planning Network reported no remaining Inspire 500 ETF position as of Q2 2026 after selling out during the quarter.
XY Planning Network sold 12,652 Inspire 500 ETF shares in Q2 2026, an estimated $3.18M.
XY Planning Network first reported a position in Inspire 500 ETF in Q1 2025 and held it in 5 quarters.
XY Planning Network's Inspire 500 ETF position peaked at $3.18M in Q1 2026.
122 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.