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 Q3	$3.4M	Buy	+12,482	New	+$3.51M	0.37%	64
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

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

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

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

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

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

XY Planning Network's PTL Position: Q3 2026 in Review

XY Planning Network opened a new position in Inspire 500 ETF (PTL) in Q3 2026: 12,482 shares worth $3.4M. The stake represents 0.37% of the portfolio and ranks #64 among its holdings. This is a return to the name: XY Planning Network previously reported a position in PTL as recently as Q1 2026.

XY Planning Network first reported a position in PTL in Q1 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold PTL as of Q3 2026.

XY Planning Network held 12,482 shares of Inspire 500 ETF worth $3.4M as of Q3 2026.
Inspire 500 ETF was a new XY Planning Network position in Q3 2026.
Inspire 500 ETF made up 0.37% of XY Planning Network's portfolio in Q3 2026, its #64 holding.
XY Planning Network first reported a position in Inspire 500 ETF in Q1 2025 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held Inspire 500 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.