Blueprint Financial Advisors’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Blueprint Financial Advisors’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
2026 Q2	$99.2M	Buy	3,148,735 +130,562	+4%	+$4.05M	11.02%	2
2026 Q1	$83.9M	Buy	3,018,173 +65,185	+2%	+$1.83M	12.44%	2
2025 Q4	$75.9M	Sell	2,952,988 -22,695	-0.8%	-$575K	11.57%	2
2025 Q3	$73.9M	Buy	2,975,683 +93,418	+3%	+$2.21M	15.96%	1
2025 Q2	$66.1M	Buy	2,882,265 +13,697	+0.5%	+$304K	21.2%	1
2025 Q1	$64.5M	Buy	+2,868,568	New	+$68.7M	34.98%	1

Other funds holding TFPN

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

Brightwater Advisory Tampa, Florida $158M AUM 21.79% 1-Year Est. Return

SPWM

Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

TDB

Thompson David Blair $200M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Blueprint Financial Advisors's TFPN Position: Q2 2026 in Review

Blueprint Financial Advisors increased its Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) stake by 4.3% in Q2 2026, buying an estimated $4.05M and bringing the position to 3,148,735 shares worth $99.2M. The position accounts for 11.02% of the portfolio, ranked #2.

Blueprint Financial Advisors first reported a position in TFPN in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold TFPN as of Q2 2026.

Blueprint Financial Advisors held 3,148,735 shares of Blueprint Chesapeake Multi-Asset Trend ETF worth $99.2M as of Q2 2026.
Blueprint Financial Advisors bought 130,562 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q2 2026, an estimated $4.05M.
Blueprint Chesapeake Multi-Asset Trend ETF made up 11.02% of Blueprint Financial Advisors's portfolio in Q2 2026, its #2 holding.
Blueprint Financial Advisors first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q1 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.