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Elevation Wealth Partners’s People Inc PPLI Stock Holding History

Elevation Wealth Partners’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
Q3 		$40.8K Buy
972
+146
+18% +$6K 0.01% 456
2026
Q2 		$38.1K Buy
826
+21
+3% +$896 0.01% 379
2026
Q1 		$32.2K Buy
805
+153
+23% +$5.8K 0.01% 301
2025
Q4 		$25.5K Buy
+652
New +$22.8K 0.01% 323

Other funds holding PPLI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's PPLI Position: Q3 2026 in Review

Elevation Wealth Partners increased its People Inc (PPLI) stake by 18% in Q3 2026, buying an estimated $6K and bringing the position to 972 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #456.

Elevation Wealth Partners first reported a position in PPLI in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

  • Elevation Wealth Partners held 972 shares of People Inc worth $40.8K as of Q3 2026.
  • Elevation Wealth Partners bought 146 People Inc shares in Q3 2026, an estimated $6K.
  • People Inc made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #456 holding.
  • Elevation Wealth Partners first reported a position in People Inc in Q4 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.