Capital Advisors Ltd’s People Inc PPLI Stock Holding History

Capital Advisors Ltd’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	$14K	Hold	308	–	–	﹤0.01%	772
2026 Q1	$12K	Hold	308	–	–	﹤0.01%	789
2025 Q4	$12K	Hold	308	–	–	﹤0.01%	763
2025 Q3	$10K	Hold	308	–	–	﹤0.01%	803
2025 Q2	$12K	Sell	308 -67	-18%	-$2.42K	﹤0.01%	743
2025 Q1	$14K	Hold	375	–	–	﹤0.01%	693
2024 Q4	$13K	Hold	375	–	–	﹤0.01%	721
2024 Q3	$17K	Hold	375	–	–	﹤0.01%	633
2024 Q2	$14K	Hold	375	–	–	﹤0.01%	671
2024 Q1	$16K	Hold	375	–	–	﹤0.01%	625
2023 Q4	$16K	Hold	375	–	–	﹤0.01%	596
2023 Q3	$16K	Hold	375	–	–	﹤0.01%	594
2023 Q2	$19K	Buy	+375	New	+$17.2K	﹤0.01%	582
2023 Q1	–	Sell	-375	Closed	–	–	1358
2022 Q4	$0	Buy	+375	New	+$14.8K	﹤0.01%	1398

Other funds holding PPLI

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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 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

Capital Advisors Ltd's PPLI Position: Q2 2026 in Review

Capital Advisors Ltd held its People Inc (PPLI) position steady in Q2 2026 at 308 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Capital Advisors Ltd first reported a position in PPLI in Q4 2022 and has held it in 14 quarters since. The position peaked at $19K in Q2 2023. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

Capital Advisors Ltd held 308 shares of People Inc worth $14K as of Q2 2026.
Capital Advisors Ltd left its People Inc share count unchanged in Q2 2026.
People Inc made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #772 holding.
Capital Advisors Ltd first reported a position in People Inc in Q4 2022 and has held it in 14 quarters since.
Capital Advisors Ltd's People Inc position peaked at $19K in Q2 2023.
44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.