Commonwealth Equity Services’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Commonwealth Equity Services’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	$276K	Buy	+8,754	New	+$272K	﹤0.01%	3831
2025 Q2	–	Sell	-15,571	Closed	-$350K	–	4352
2025 Q1	$350K	Buy	15,571 +1,423	+10%	+$34.1K	﹤0.01%	3354
2024 Q4	$351K	Sell	14,148 -6,179	-30%	-$154K	﹤0.01%	3274
2024 Q3	$504K	Sell	20,327 -4,040	-17%	-$99.2K	﹤0.01%	2885
2024 Q2	$620K	Sell	24,367 -4,184	-15%	-$107K	﹤0.01%	2649
2024 Q1	$742K	Buy	28,551 +1,372	+5%	+$34K	﹤0.01%	2471
2023 Q4	$662K	Buy	27,179 +3,310	+14%	+$81.8K	﹤0.01%	2481
2023 Q3	$599K	Buy	+23,869	New	+$598K	﹤0.01%	2442

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

SPWM

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

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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services's TFPN Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) in Q2 2026: 8,754 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #3831 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in TFPN as recently as Q1 2025.

Commonwealth Equity Services first reported a position in TFPN in Q3 2023 and has held it in 8 quarters since. The position peaked at $742K in Q1 2024. 10 funds tracked by Wall St. Rank hold TFPN as of Q2 2026.

Commonwealth Equity Services held 8,754 shares of Blueprint Chesapeake Multi-Asset Trend ETF worth $276K as of Q2 2026.
Blueprint Chesapeake Multi-Asset Trend ETF was a new Commonwealth Equity Services position in Q2 2026.
Blueprint Chesapeake Multi-Asset Trend ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3831 holding.
Commonwealth Equity Services first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q3 2023 and has held it in 8 quarters since.
Commonwealth Equity Services's Blueprint Chesapeake Multi-Asset Trend ETF position peaked at $742K in Q1 2024.
10 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.