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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 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. 36 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.
  • 36 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.