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 Q3	–	Sell	-8,754	Closed	-$276K	–	4550
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

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return

Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services's TFPN Position: Q3 2026 in Review

Commonwealth Equity Services sold out of Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) in Q3 2026, closing a stake of 8,754 shares — an estimated $276K sold.

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

Commonwealth Equity Services reported no remaining Blueprint Chesapeake Multi-Asset Trend ETF position as of Q3 2026 after selling out during the quarter.
Commonwealth Equity Services sold 8,754 Blueprint Chesapeake Multi-Asset Trend ETF shares in Q3 2026, an estimated $276K.
Commonwealth Equity Services first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q3 2023 and held it in 8 quarters.
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 Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.