AWM
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AE Wealth Management’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

AE Wealth Management’s Portfolio TFPN Stock Details TFPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,495
Closed -$326K – 2266
2025
Q1 		$326K Buy
14,495
+9,628
+198% +$231K ﹤0.01% 1051
2024
Q4 		$121K Buy
+4,867
New +$121K ﹤0.01% 1389

Other funds holding TFPN

BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

AE Wealth Management's TFPN Position: Q2 2025 in Review

AE Wealth Management sold out of Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) in Q2 2025, closing a stake of 14,495 shares — an estimated $326K sold.

AE Wealth Management first reported a position in TFPN in Q4 2024 and held it in 2 quarters. The position peaked at $326K in Q1 2025. 18 funds tracked by Wall St. Rank hold TFPN as of Q2 2025.

  • AE Wealth Management reported no remaining Blueprint Chesapeake Multi-Asset Trend ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 14,495 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q2 2025, an estimated $326K.
  • AE Wealth Management first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Blueprint Chesapeake Multi-Asset Trend ETF position peaked at $326K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.