AWM
PPLI

Activest Wealth Management’s People Inc PPLI Stock Holding History

Activest Wealth Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17K Buy
47
+7
+18% +$299 ﹤0.01% 842
2026
Q1 		$1.6K Buy
40
+38
+1,900% +$1.44K ﹤0.01% 983
2025
Q4 		$78 Buy
+2
New +$70 ﹤0.01% 1070
2025
Q2 		– Sell
-45
Closed -$1.63K – 1109
2025
Q1 		$1.7K Buy
+45
New +$1.64K ﹤0.01% 687

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Activest Wealth Management's PPLI Position: Q2 2026 in Review

Activest Wealth Management increased its People Inc (PPLI) stake by 18% in Q2 2026, buying an estimated $299 and bringing the position to 47 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Activest Wealth Management first reported a position in PPLI in Q1 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Activest Wealth Management held 47 shares of People Inc worth $2.17K as of Q2 2026.
  • Activest Wealth Management bought 7 People Inc shares in Q2 2026, an estimated $299.
  • People Inc made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #842 holding.
  • Activest Wealth Management first reported a position in People Inc in Q1 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.