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Atria Wealth Solutions’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Atria Wealth Solutions’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
-15,129
Closed -$340K – 1888
2025
Q1 		$340K Buy
15,129
+292
+2% +$7K ﹤0.01% 1401
2024
Q4 		$368K Buy
14,837
+7
+0% +$175 ﹤0.01% 1423
2024
Q3 		$368K Buy
14,830
+410
+3% +$10.1K ﹤0.01% 1393
2024
Q2 		$367K Sell
14,420
-4,173
-22% -$107K ﹤0.01% 1388
2024
Q1 		$484K Sell
18,593
-421
-2% -$10.4K 0.01% 1286
2023
Q4 		$463K Sell
19,014
-1,646
-8% -$40.7K 0.01% 1257
2023
Q3 		$518K Buy
+20,660
New +$518K 0.01% 1113

Other funds holding TFPN

BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 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 $424B AUM 22.96% 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

Atria Wealth Solutions's TFPN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) in Q2 2025, closing a stake of 15,129 shares — an estimated $340K sold.

Atria Wealth Solutions first reported a position in TFPN in Q3 2023 and held it in 7 quarters. The position peaked at $518K in Q3 2023. 18 funds tracked by Wall St. Rank hold TFPN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Blueprint Chesapeake Multi-Asset Trend ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,129 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q2 2025, an estimated $340K.
  • Atria Wealth Solutions first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q3 2023 and held it in 7 quarters.
  • Atria Wealth Solutions's Blueprint Chesapeake Multi-Asset Trend ETF position peaked at $518K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.