Cedar Mountain Advisors’s People Inc PPLI Stock Holding History

Cedar Mountain Advisors’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	$4.75K	Hold	103	–	–	﹤0.01%	704
2026 Q1	$4.12K	Buy	103 +65	+171%	+$2.46K	﹤0.01%	711
2025 Q4	$1.49K	Sell	38 -43	-53%	-$1.51K	﹤0.01%	438
2025 Q3	$2.76K	Hold	81	–	–	﹤0.01%	390
2025 Q2	$3.02K	Sell	81 -18	-18%	-$651	﹤0.01%	294
2025 Q1	$3.72K	Hold	99	–	–	﹤0.01%	267
2024 Q4	$3.49K	Hold	99	–	–	﹤0.01%	282
2024 Q3	$4.36K	Hold	99	–	–	﹤0.01%	257
2024 Q2	$3.79K	Hold	99	–	–	﹤0.01%	247
2024 Q1	$4.32K	Hold	99	–	–	﹤0.01%	238
2023 Q4	$4.24K	Hold	99	–	–	﹤0.01%	224
2023 Q3	$4.08K	Hold	99	–	–	﹤0.01%	222
2023 Q2	$5.09K	Buy	99 +53	+115%	+$2.43K	﹤0.01%	200
2023 Q1	$1.96K	Buy	+46	New	+$1.97K	﹤0.01%	249
2022 Q4	–	Sell	-55	Closed	-$2K	–	316
2022 Q3	$2K	Hold	55	–	–	﹤0.01%	253
2022 Q2	$3K	Buy	+55	New	+$3.88K	﹤0.01%	243
2022 Q1	–	Sell	-55	Closed	-$6K	–	327
2021 Q4	$6K	Hold	55	–	–	﹤0.01%	226
2021 Q3	$6K	Buy	55 +7	+15%	+$771	﹤0.01%	220
2021 Q2	$6K	Sell	48 -23	-32%	-$2.98K	﹤0.01%	205
2021 Q1	$8K	Hold	71	–	–	﹤0.01%	190
2020 Q4	$7K	Hold	71	–	–	﹤0.01%	193
2020 Q3	$5K	Buy	+71	New	+$4.87K	﹤0.01%	189

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

Cedar Mountain Advisors's PPLI Position: Q2 2026 in Review

Cedar Mountain Advisors held its People Inc (PPLI) position steady in Q2 2026 at 103 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Cedar Mountain Advisors first reported a position in PPLI in Q3 2020 and has held it in 22 quarters since. The position peaked at $8K in Q1 2021. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

Cedar Mountain Advisors held 103 shares of People Inc worth $4.75K as of Q2 2026.
Cedar Mountain Advisors left its People Inc share count unchanged in Q2 2026.
People Inc made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #704 holding.
Cedar Mountain Advisors first reported a position in People Inc in Q3 2020 and has held it in 22 quarters since.
Cedar Mountain Advisors's People Inc position peaked at $8K in Q1 2021.
44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.